Data / Investment advisers / Idaho / Treasure Valley Financial Planning
Treasure Valley Financial Planning, Meridian, ID: $336 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Treasure Valley Financial Planning is an SEC registered investment adviser with its main office in Meridian, Idaho and reports $336 million in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and commissions.
The request: Watch Treasure Valley Financial Planning (CRD number 341732): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 341732
- SEC file number
- 801-136321
- SEC status
- Approved, effective May 21, 2026
- Legal name
- TVFP, LLC
- Main office
- 3715 E. Overland Road Ste 205, Meridian, ID 83642
- Phone
- (208) 789-0888
- Website
- treasurevalleyplanning.com
- Regulatory AUM
- $336,024,013 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $336,024,013
- Accounts
- 1,590
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 99 | $186.2 million |
| Individuals (other than high net worth individuals) | 441 | $149.4 million |
| Corporations or other businesses | 1 | $406,337 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $336 million | September 16, 2026 |
| June 1, 2026 | Not listed | May 27, 2026 |
Other advisers in Meridian
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Inspire Investing, LLC | Meridian | $3.96 billion | Not listed | adviserinfo.sec.gov |
| Inspire Advisors, LLC | Meridian | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Next Level Wealth Planning, LLC | Meridian | $322.7 million | Not listed | adviserinfo.sec.gov |
| Siddhi Capital, LLC | Meridian | $303.7 million | 11 | adviserinfo.sec.gov |
| Doceo Wealth, LLC | Meridian | $274 million | Not listed | adviserinfo.sec.gov |
| Hawke Financial Group | Meridian | $269.6 million | Not listed | adviserinfo.sec.gov |
| Enduring Wealth Management, LLC | Meridian | $205 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Meridian, ID
- Investment advisers in Idaho
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Treasure Valley Financial Planning on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.