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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-2023
- Office Locations
- 1
Office Locations
About Personal Best Financial LLC
Personal Best Financial is a California-based, fee-only RIA providing financial planning and discretionary wealth management for technology and healthcare professionals and small business owners. Led by founder Glenn Tom, CFP (Wharton MBA; former Intuit/Morgan Stanley/AmEx executive), the firm focuses on fiduciary, goals-based planning toward financial independence, with diversified portfolios using public funds/ETFs and asset-allocation strategies, custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Personal Best Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GLENN ALLEN TOM
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3128150
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,179,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,179,218 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Personal Best Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.