Verified 10 Nov 2026
Superior Planning Wealth Management & Family Office
Superior Planning Wealth Management & Family Office is the business name used by Superior Planning, LLC, a San Diego investment adviser offering estate, tax, philanthropy and wealth transfer planning to high net worth individuals and families. Its Form ADV filed on 2 June 2026 reported $350 million in regulatory assets for 78 clients.
- Type
- Multi-family office
- Location
- San Diego, California, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $350M regulatory AUM (Form ADV, filed 2026-06-02)
- Latest fund or filing
- 2 Jun 2026
- Website
- superiorplanning.com
Contacts on file
For Superior Planning Wealth Management & Family Office, the paid file holds: 5 named decision-makers with roles.
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