# Azure Sky Financial Life Planning, LLC

> Azure Sky Financial Life Planning, LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310867
- Filed as: AZURE SKY FINANCIAL LIFE PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310867
- AdvisorCensus page: https://advisorcensus.com/firm/azure-sky-financial-life-planning-llc-310867

## Quick answers

**How is Azure Sky Financial Life Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Azure Sky Financial Life Planning, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Azure Sky Financial Life Planning, LLC registered with the SEC or a state?**
Azure Sky Financial Life Planning, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310867.

**How much does Azure Sky Financial Life Planning, LLC manage?**
Azure Sky Financial Life Planning, LLC reports $15,205,616 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (84% discretionary).

**What types of clients does Azure Sky Financial Life Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (6).

**Does Azure Sky Financial Life Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310867

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,205,616
- Discretionary: $12,796,964
- Non-discretionary: $2,408,652

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,567,008 |
| High net worth individuals | 6 | $11,638,608 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- azureskyfinancial.com
- Facebook @azureskyfinancial
- Instagram @azureskyfinancial
- LinkedIn @azureskyfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Azure Sky Financial Life Planning, LLC (CRD 310867): Form ADV filing data as of October 2026.