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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

BACKBONE PLANNING PARTNERS LLC

CRD 326699

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2abf130-93cd-40b0-510f-fb6da918712c

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: May 24, 2023 to Jun 25, 2026
22 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $98.4MItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $98.4M
Private client RAUM: $84.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $32.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 360
Individual clients: 83
High net worth clients: 26
Custody, client assets: $1.5M
SEC number: 801-128212
CRD: 326699
Filings on the tape: 22
First filed: May 24, 2023
Latest filed: Jun 25, 2026
Organised: Limited Liability Company, NV
Website: backboneplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AUSTIN LEE PETERSON	Certified Financial Planner	Mesa, AZ \| LAS VEGAS, NV	3	16	1	no
LANDON JAEGER MANCE	n/a	Boise, ID \| LAS VEGAS, NV	2	16	4	no
Jace Dean Cox	Certified Financial Planner	LAS VEGAS, NV \| Smithfield, UT	1	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANCE, LANDON, JAEGER	Founder	D	yes	06/2023	Jun 28, 2023	Dec 11, 2024
PETERSON, AUSTIN, LEE	Cco	D	yes	06/2023	Jun 28, 2023	Dec 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$98.4M	$98.4M	4	3	3	n/a	n/a
2024	Mar 11, 2025	$91.5M	$91.5M	2	2	1	1	n/a
2023	Jul 5, 2024	$71.2M	$67.2M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$98.4M	$91.5M	7.6%	n/a	n/a	4	2	3	1

Relationships

Registered with (3)

← Jace Dean CoxAdvisorregistration: current employment
Jul 24, 2025 to presentfactForm ADV
← LANDON JAEGER MANCEAdvisorregistration: current employment
May 2, 2024 to presentfactForm ADV
← AUSTIN LEE PETERSONAdvisorregistration: current employment
Jul 5, 2023 to presentfactForm ADV

Controls (2)

← PETERSON, AUSTIN, LEEOwnerCCO, ownership code D, individual
Jun 28, 2023 to Dec 11, 2024factForm ADV
← MANCE, LANDON, JAEGEROwnerFOUNDER, ownership code D, individual
Jun 28, 2023 to Dec 11, 2024factForm ADV

Dated events

Occurred
Jun 28, 2023
Control person left
Cooper Ashleigh Swayze (Managing Member And Chief Compliance Officer) no longer on Schedule A of Backbone Planning Partners Llc (listed 2023-06-23, absent 2023-06-28)
Form ADVobserved 6 days ago
Occurred
Jun 28, 2023
Control person joined
Lee Austin Peterson (Cco) appeared on Schedule A of Backbone Planning Partners Llc
Form ADVobserved 6 days ago
Occurred
Jun 28, 2023
Control person joined
Jaeger Landon Mance (Founder) appeared on Schedule A of Backbone Planning Partners Llc
Form ADVobserved 6 days ago
Occurred
May 24, 2023
First Form ADV filing
Backbone Planning Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2abf130-93cd-40b0-510f-fb6da918712c
First observed: May 24, 2023
Last observed: Jun 25, 2026 2 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.

BACKBONE PLANNING PARTNERS LLC

CRD 326699

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2abf130-93cd-40b0-510f-fb6da918712c

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AUSTIN LEE PETERSON

Certified Financial Planner

Mesa, AZ | LAS VEGAS, NV

LANDON JAEGER MANCE

n/a

Boise, ID | LAS VEGAS, NV

Jace Dean Cox

Certified Financial Planner

LAS VEGAS, NV | Smithfield, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANCE, LANDON, JAEGER

Founder

yes

06/2023

Jun 28, 2023

Dec 11, 2024

PETERSON, AUSTIN, LEE

Cco

yes

06/2023

Jun 28, 2023

Dec 11, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$98.4M

n/a

2024

Mar 11, 2025

$91.5M

n/a

2023

Jul 5, 2024

$71.2M

$67.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$98.4M

$91.5M

7.6%

n/a