$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-11-2025
- Office Locations
- 1
Office Locations
-- Culver City CA
About Greenlight Financial Planning, LLC
Greenlight Financial Planning, LLC is a Culver City-based RIA. The firm has been operating for 0 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Betterment.
Team overview
31 AVG AGE
$2.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Uchechi Kalu
Chief Compliance Officer, Managing Member
- CRD
- #7478143
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,356,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,356,573 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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