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FAMILY LEGACY PLANNING
FLP WEALTH MANAGEMENT, LLC
CRD 294277 · SEC 801-130790
1003 SE 14TH ST., STE 15, BENTONVILLE, AR, 72712, United States
Phone
(479) 273-3040
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.1M
Discretionary AUM
$166.4M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $93.8M |
| High net worth individuals | 33 | $67.8M |
| Pension/profit sharing plans | 13 | $7.0M |
| Corporations/business entities | 1 | $534K |
States served
AR, LA, TX
All web addresses on file
Official SEC filing: View on IAPD