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POPLAR GLOBAL WEALTH MANAGEMENT LLC
CRD 165532 · SEC 801-77254
318 WESTLAKE CENTER, SUITE 203, DALY CITY, CA, 94015, United States
Phone
650-756-7496
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.8M
Discretionary AUM
$53.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $13.0M |
| High net worth individuals | 17 | $41.3M |
| Pension/profit sharing plans | 1 | $501K |
All web addresses on file
Official SEC filing: View on IAPD