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CULTIVATE FINANCIAL PLANNING
CULTIVATE FINANCIAL PLANNING LLC
CRD 299270
7211 LEE HWY, SUITE 600, RADFORD, VA, 24141, United States
Phone
540-505-0095
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.9M
Discretionary AUM
$83.9M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $23.0M |
| High net worth individuals | 23 | $60.9M |
All web addresses on file
Official SEC filing: View on IAPD