BACKBONE PLANNING PARTNERS LLC

Adviser information for BACKBONE PLANNING PARTNERS LLC last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Nevada, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly charges
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
BACKBONE PLANNING PARTNERS WRAP PROGRAM BACKBONE PLANNING PARTNERS

Identifiers

SEC RIA File Number 801-128212
SEC ERA File Number 801-128212
SEC CIK Numbers None
SEC CRD Numbers 326699
Legal Entity Identifier None

Principal Office

7477 WEST LAKE MEAD BLVD
STE 230
LAS VEGAS
NV
United States
Monday - Friday, 9-5
Tel: 702569716, Fax: None

Chief Compliance Officer

AUSTIN PETERSON
FOUNDER
7477 WEST LAKE MEAD BOULEVARD
SUITE 230
LAS VEGAS
NV
United States
Tel: 702-569-7316
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PETERSON, AUSTIN, LEE Individual CCO 06/2023 50-75%
MANCE, LANDON, JAEGER Individual FOUNDER 06/2023 50-75%

No. Employees, Historic

10502023202420251 on 5/24/20231 on 5/31/20231 on 6/6/20231 on 6/22/20231 on 6/23/20232 on 6/28/20232 on 7/4/20232 on 7/6/20232 on 2/1/2024

RAUM, Historic

0002023202420250 on 5/24/20230 on 5/31/20230 on 6/6/20230 on 6/22/20230 on 6/23/20230 on 6/28/20230 on 7/4/20230 on 7/6/20230 on 2/1/2024