OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Advisory Business

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

Employees

Total Number of Employees	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	6
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	838	$303.4M
Non-Discretionary	26	$9.5M
Total	864	$312.8M

Clients

Type	Number	RAUM
Individuals	298	$107.5M
HNW Individuals	82	$197.6M
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	<5	$6.6M
Charitable organizations	<5	$1.1M
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	5
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees
Other Business Activities	Registered representative of a broker-dealer

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	281.7M

Portfolio Manager to Program	Sponsor
WRAP FEE PROGRAM	OBSIDIAN PLANNING

Identifiers

SEC RIA File Number	801-78523
SEC ERA File Number	801-78523
SEC CIK Numbers	1909128
SEC CRD Numbers	168342
Legal Entity Identifier	None

Principal Office

2099 GAITHER ROAD
SUITE 110
ROCKVILLE
MD
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic