Treasure Valley Financial Planning: new SEC registration, $336M AUM, Meridian, ID
Treasure Valley Financial Planning (Meridian, Idaho): new SEC registration, $336M AUM, Meridian, ID. Its amount of 336 is above the median of 134 (82nd percentile). Dated 168 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 336 · 82th percentile of 1,149 NewRiaPulse records · 2.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 3 related ID NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Treasure Valley Financial Planning |
| Legal name | Tvfp, LLC |
| CRD | 341732 |
| Status | Approved |
| Registered with the SEC | 2026-05-21 |
| Latest Form ADV filing | 2026-09-16 |
| Location | Meridian, ID, United States |
| Regulatory AUM | $336,024,013 |
| Accounts | 1590 |
| Employees | 10 |
| Website | http://www.treasurevalleyplanning.com |
| amount percentile | 82th of 1,149 (median 134, 2.5x median) |
| Peer records CSV (4 ID records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (ID first): Profits Plus Capital Management, LLC · Hazlett Wealth Management LLC · Williams And Schiller Wealth Management, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Treasure Valley Financial Planning and 4 Idaho peers
- Idaho NewRiaPulse records like this one: 4
- Treasure Valley Financial Planning's amount: 82nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Idaho peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $336M under management.
- Website on file.
What is the NewRiaPulse record for Treasure Valley Financial Planning in Meridian, Idaho?
Treasure Valley Financial Planning received SEC registration as an investment adviser (2026-05-21) with $336,024,013 in regulatory assets under management, based in Meridian, ID.
How does Treasure Valley Financial Planning compare to other Idaho NewRiaPulse records?
Its amount of 336 sits in the upper half (82th percentile) of 1,149 records; the median is 134. It is 168 days old; check the official source for later updates before acting.
Treasure Valley Financial Planning vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Treasure Valley Financial Planning | Meridian, ID | 336 | 82nd | 2026-05-21 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Idaho NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.