IGNITE PLANNERS LLC

CRD

289797

SEC file #

801-112029

EIN

823301523

DBA names

—

Economics

AUM

$1.14B

AUM band

$1B+

AUM trajectory

'20 · $130.6M

'21 · $139.3M

'22 · $363.5M

'23 · $363.5M

'25 · $941.8M

'26 · $1.14B

'20'26

$130.6M → $1.14B▲ +770%

sec adv history

Client mix

Individuals Other	4,155
Individuals High Net Worth	450
Charitable Organizations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 7 advisors

'23 · 7 advisors

'25 · 36 advisors

'26 · 36 advisors

'20'26

4 advisors → 36 advisors▲ +800%

sec adv history

Primary office

SAN CLEMENTE CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/26/2026

youtube.com/@investwithatlas

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ALLRED, DAVID, JOHN

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

ALLRED, DAVID, JOHN

COOLEY, GREGORY, HOWARD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:igniteplanners.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

6,606

Form 5500 Compensation Trajectory 3y

2025

6,606

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

6,606

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001849348

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-02

Edgar Last Filing Date

2026-04-17

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-17

Accession0002085853-26-000405

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.368

Soi Zip Pct 200k Plus

0.1685

Soi Zip Returns 200k Plus

3,050

Soi Zip Total AGI

2,817,546

Fdic Zip Total Deposits

24,434,705,000

Fdic Zip Branch Count

249

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Interactive Brokers	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

109 E. ESCALONESSAN CLEMENTE, CA 92672

Business

109 E. ESCALONESSAN CLEMENTE, CA 92672

Edgar EIN

823301523

Edgar Recent Filings

13F-HR2026-04-17 · 0002085853-26-000405

13F-HR2026-02-06 · 0002085853-26-000216

Fdic Zip Branches Raw

First Interstate Bank of CaliforniaSan Clemente, CA

Union BankSan Clemente, CA

Fdic Zip HHI

1119.71

Fdic Zip Top Bank Share Pct

21.01

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	47,068
Returns	3,850

Stub 2

AGI	123,069
Returns	3,330

Stub 3

AGI	151,757
Returns	2,450

Soi Zip Total Business Income

93,445

Soi Zip Total Cap Gains

267,648

Soi Zip Total Dividends

100,887

Soi Zip Total Returns

18,100

Top Owner CRD

2496873

Trust Company Affiliate

SCHUSTER, JENA, ELIZABETH

People (25)

3070897

ALLRED, DAVID, JOHN

2496873

COOLEY, GREGORY, HOWARD

2876905

LABAS, ANDREW, BURTON