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VIABLE
VIABLE PLANNING, LLC
CRD 322140 · SEC 801-130160
NJ, United States
Phone
888-842-2295
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.2M
Discretionary AUM
$214.2M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $34.7M |
| High net worth individuals | 49 | $126.0M |
| Pension/profit sharing plans | 7 | $53.5M |
States served
NJ, NY, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD