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Atwood Financial Planning LLC

Atwood Financial Planning LLC. CRD 288941

Atwood Financial Planning LLC logo

CRD: 288941

Atwood Financial Planning LLC

Washington, DC
2029643599
$15.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
6 Employees
1,959 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail
Platforms
Signal matrixGlacier atlas +more
Established Date
06-30-2017
Office Locations
6

Office Locations

-- Alexandria VA
-- Cranford NJ
-- DES Moines IA

About Atwood Financial Planning LLC

Atwood Financial Planning LLC is a Washington-based RIA with 6 offices. The firm has been operating for 8 years. Managing $15.8M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

38 AVG AGE
$2.6M AVG AUM / ADVISOR
$8.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Bridge catalyst Alpha signal Catalyst ridge

Client Personas

Summit bridge

Custodian

Pioneer Pathway Crest Fusion

Investment Themes

Wave North harbor Horizon summit Wave optima

Investment Vehicles

Fusion zenith

Services

Momentum momentum Prime signal Element harbor Vector beacon Radial Vector radial Crest

Technology

North Zenith Timber Vector

Owner & Executives

L

LORI ATWOOD GULIN

Chief Compliance Officer, Financial Consultant, PRINCIPAL

CRD
#4451397
Ownership
75% or more
(863) 960-7798
focus.matrix@pathwaycapital.com
in linkedin.com/in/summit-momentum
Elizabeth Pennington

Elizabeth Pennington

Associate, SENIOR ASSOCIATE

CRD
#7060145
Ownership
5% but less than 10%
(551) 910-2261
alpha.atlas@valuecapital.com
in linkedin.com/in/vector-glacier

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Contacts

Katherine Marie Haynes

Katherine Marie Haynes

Associate

CRD
#7234409
(477) 509-5072
peak.beacon@signalcapital.com
in linkedin.com/in/meridian-horizon
J

Jason Bradley Ross

Advisor

CRD
#7060146
(319) 452-2508
crest.fusion@capitalcapital.com
in linkedin.com/in/pioneer-delta
M

Momentum focus

Crest vital

CRD
#40980
(406) 708-6195
fusion.fusion@beaconcapital.com
in linkedin.com/in/horizon-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-19-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $15,750,000 $3,937,500
Total $15,750,000 $3,937,500

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Separately Managed Accounts

Total SMA Asset: $15,750,000

$15.8M Total SMA
Equity - Exchange:
16.6%
U.S. Government/Agency:
36.8%
Cash:
46.6%
Asset class Assets Assets %
Equity - Exchange $263,028,156 16.6%
U.S. Government/Agency $583,098,562 36.8%
Cash $738,380,245 46.6%
Total $1,584,506,963 100.0%

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