SEC Form ADV

AUSPICIOUS FINANCIAL PLANNING, LLC

Registered Investment AdviserCA
$278.0M
Assets Under Management
609
Total Clients
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Registration Details

Accession
CRD-297962
Location
SAN RAMON, CA
Filing Date
March 31, 2026
AUM
$278.0M
Total Clients
609
Amendment
No

About this Adviser

AUSPICIOUS FINANCIAL PLANNING, LLC is a registered investment adviser headquartered in SAN RAMON, CA, managing approximately $278.0M in assets across 609 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.