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THE SUM
THE PLANNING PROJECT LLC
CRD 297658 · SEC 801-122376
4526 RESEARCH FOREST DR., SUITE 240, THE WOODLANDS, TX, 77381, United States
Phone
281-940-4859
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$551.4M
Discretionary AUM
$551.4M
Team
12 total employees; 7 advisory reps; 34 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $31.7M |
| High net worth individuals | 159 | $519.7M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD