This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$214MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$214M

Private client RAUM

$161MderivedItem 5.D individuals plus high net worth individuals

Private client share

75%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$53.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

645

Individual clients

150

High net worth clients

49

SEC number

801-130160

CRD

322140

Filings on the tape

12

First filed

Mar 29, 2024

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, PA

Website

viableplans.com

• Occurred

  Aug 2, 2024
  Control person joined

  Michael Gregg Gottlieb (Owner) appeared on Schedule A of Viable

  Form ADVobserved 5 days ago
• Occurred

  Mar 29, 2024
  First Form ADV filing

  Viaable, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53b5b0eb-e3f3-1823-3239-c48867b28c05

First observed

Mar 29, 2024

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.