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IGNITE PLANNERS LLC
CRD 289797File 801-112029
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.14B
Above cohort median (national)
Discretionary AUM
$1.00B
Non-discretionary $133.0M
Clients
4,610
4,614 accounts
Employees
38
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 13, 2017
- Principal office
- 109 E. ESCALONES, SAN CLEMENTE, CA, 92672
- Phone
- 619-504-1907
- Website
- https://www.sbwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.14B
- Discretionary AUM
- $1.00B
- Non-discretionary AUM
- $133.0M
- Discretionary accounts
- 4,216
- Non-discretionary accounts
- 398
- Total accounts
- 4,614
- AUM per client
- $247K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $14.3M |
| Charitable organizations | 5 | $475K |
| High net worth individuals | 450 | $527.2M |
| Pension and profit sharing plans | Fewer than 5 | $559K |
| Individuals (other than high net worth individuals) | 4,155 | $594.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.