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PERSONAL WEALTH PLANNING, LLC
CRD 299390
2450 HOLLYWOOD BLVD, SUITE 302, HOLLYWOOD, FL, 33020, United States
Phone
954-985-3555
Fax
954-985-3666
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $6.1M |
| High net worth individuals | 7 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD