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PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 305339 · SEC 801-117303
3501 NORTH CAUSEWAY BOULEVARD, SUITE 104, METAIRIE, LA, 70002, United States
Phone
504-291-1525
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.3M
Discretionary AUM
$68.5M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $15.0M |
| High net worth individuals | 25 | $57.3M |
All web addresses on file
Official SEC filing: View on IAPD