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APPLEWHITE & BUYS FINANCIAL ADVISORS
APPLEWHITE FINANCIAL PLANNING, PLLC
CRD 169799 · SEC 801-134467
13355 NOEL RD, SUITE 1100, DALLAS, TX, 75240, United States
Phone
214-710-2498
Fax
855-893-9064
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.1M
Discretionary AUM
$153.1M
Team
2 total employees; 2 advisory reps; 90 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $46.1M |
| High net worth individuals | 55 | $107.0M |
States served
AZ, AR, CO, LA, MN, MS, NM, NC, OK, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD