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LW

Family Office

Love Wisdom Money

California, United Statessuperplan.com
3
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19Sources: 101_consolidated_master, fo_strategy_csv_2026, SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
Opportunistic, Value Add
Target geographies
Us & Canada
Typical ticket
$2m–$10m
AUM
Real-asset allocation
RE 100%
Appetite

Investor profile

Superior Planning, founded in 1982 and based in San Diego, is an independent multi-family office specializing in wealth management and investment advisory for high-net-worth families. The firm emphasizes tailored strategies, estate and succession planning, and diversified portfolios aligned with long-term client goals.

Unlock mandates & allocation signals

See Love Wisdom Money's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals with sources
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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