# Educated Solutions

> Educated Solutions is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 304287
- Filed as: EDUCATED SOLUTIONS
- Legal name: Education Based Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304287
- AdvisorCensus page: https://advisorcensus.com/firm/educated-solutions-304287

## Quick answers

**How is Educated Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Educated Solutions reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Educated Solutions registered with the SEC or a state?**
Educated Solutions is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304287.

**How much does Educated Solutions manage?**
Educated Solutions reports $51,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Educated Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (3).

**Does Educated Solutions report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years), 11.A(2) (felony charge in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304287

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $51,000,000
- Discretionary: $51,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $43,000,000 |
| High net worth individuals | 3 | $8,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(1): In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304287

### Websites listed on Form ADV (Item 1.I)
- malibuwp.com
- Facebook @Malibu-Wealth-Planning
- LinkedIn @ryan-morelli-664267
- YouTube @UCJ5HKwsSTprmUF9NQFBH_3g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Educated Solutions (CRD 304287): Form ADV filing data as of October 2026.