Verified 10 Nov 2026
Treasure Valley Financial Planning
Treasure Valley Financial Planning is a fiduciary firm in Meridian, Idaho whose family office model puts financial advisors, CPAs and estate attorneys on one plan under one advisory fee. It mainly serves Boise-area retirees and pre-retirees with at least $2 million, Micron and other tech executives, and widowed or divorced women. Its Form ADV filed on 16 September 2026 reported $336 million in regulatory assets for 99 clients.
- Type
- Multi-family office
- Location
- Meridian, Idaho, United States
- Sectors
- Public equities
- Fund size / AUM
- $336M regulatory AUM (Form ADV, filed 2026-09-16)
- Latest fund or filing
- 16 Sep 2026
Contacts on file
For Treasure Valley Financial Planning, the paid file holds: 3 named decision-makers with roles.
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