PROFESSIONAL PLANNING ADVISORS, LLC
SEC file number 801-62413
· ROSWELL, GA
https://altusplanning.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$134.6M
Discretionary AUM
$0
Employees
—
Clients
200
Firm
- Address
- 500 COLONIAL CENTER PARKWAY
ROSWELL, GA 30076 - Phone
- —
- Website
- https://altusplanning.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Association of Pickleball Professionals, LLC Low name-match confidence · CIK 1970063 · IL
- CAZ Professional Sports Ownership Fund III, L.P. Low name-match confidence · CIK 2041921 · TX
- CAZ Professional Sports Ownership Fund III (TE), L.P. Low name-match confidence · CIK 2041922 · TX
- CAZ Professional Sports Ownership Fund III - Touchdown, L.P. Low name-match confidence · CIK 2041924 · TX
- CAZ Professional Sports Ownership Fund III - Touchdown (TE), L.P. Low name-match confidence · CIK 2041923 · TX
- CAZ Professional Sports Ownership Fund - Overtime, L.P. Low name-match confidence · CIK 2006459 · TX
- CAZ Professional Sports Ownership Fund - Overtime (TE), L.P. Low name-match confidence · CIK 2018827 · TX
- Cornerstone Professional Properties, L.P. Low name-match confidence · CIK 1928998 · OH
- Econic Professionals US LLC Low name-match confidence · CIK 2063219 · CA
- Health Professionals Alliance Inc. Low name-match confidence · CIK 1789220 · OR
- LANDLORD SOLUTIONS SAN DIEGO, PROFESSIONAL Corp Low name-match confidence · CIK 2132299 · CA
- Next Gen Professionals, LLC Low name-match confidence · CIK 2071852 · FL
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Next Gen Professionals, LLC · D/A · Oct 14, 2026$4.2M
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Cornerstone Professional Properties, L.P. · D · Sep 8, 2026$10.7M
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Health Professionals Alliance Inc. · D · Jul 13, 2026$15M
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CAZ Professional Sports Ownership Fund III - Touchdown, L.P. · D/A · Jun 30, 2026
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CAZ Professional Sports Ownership Fund III, L.P. · D/A · Jun 25, 2026
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CAZ Professional Sports Ownership Fund III - Touchdown (TE), L.P. · D/A · Jun 25, 2026
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CAZ Professional Sports Ownership Fund III (TE), L.P. · D/A · Jun 25, 2026
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CAZ Professional Sports Ownership Fund III - Touchdown (TE), L.P. · D/A · Jun 24, 2026
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CAZ Professional Sports Ownership Fund - Overtime, L.P. · D/A · Jun 24, 2026
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CAZ Professional Sports Ownership Fund - Overtime (TE), L.P. · D/A · Jun 24, 2026
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LANDLORD SOLUTIONS SAN DIEGO, PROFESSIONAL Corp · D · Apr 28, 2026$1M
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Next Gen Professionals, LLC · D · Oct 15, 2025$4.2M
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Econic Professionals US LLC · D/A · Apr 15, 2025$561.7M
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Econic Professionals US LLC · D · Apr 9, 2025$56.2M
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CAZ Professional Sports Ownership Fund III (TE), L.P. · D · Mar 13, 2025
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Association of Pickleball Professionals, LLC · D · Mar 11, 2025$15M
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CAZ Professional Sports Ownership Fund III - Touchdown (TE), L.P. · D · Feb 20, 2025
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CAZ Professional Sports Ownership Fund III - Touchdown, L.P. · D · Feb 12, 2025
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CAZ Professional Sports Ownership Fund III, L.P. · D · Jan 17, 2025