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POLLEY WEALTH MANAGEMENT LLC
CRD 305143
250 NORTH ORANGE AVE, SUITE 1116, ORLANDO, FL, 32801, United States
Phone
(407) 337-1085
Fax
(407) 337-1076
Registration
— (—)
Source
State registered
Total AUM
$21.3M
Discretionary AUM
$19.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $5.9M |
| High net worth individuals | 10 | $13.3M |
All web addresses on file
Official SEC filing: View on IAPD