CBT FINANCIAL PLANNING, INC.
SEC file number 801-72078
· IRVINE, CA
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
$203M
Discretionary AUM
$176.7M
Employees
4
Clients
—
Firm
- Address
- 1130 ROOSEVELT
IRVINE, CA 92620 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- CBT1, LLC Low name-match confidence · CIK 2157414 · CA
-
CBT1, LLC · D · Oct 15, 2026