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PLENTIFUL WEALTH, LLC
CRD 312250
125 S 6TH STREET, STE 301, LOUISVILLE, KY, 40202, United States
Phone
606-775-0246
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.7M
Discretionary AUM
$44.7M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $18.0M |
| High net worth individuals | 14 | $26.2M |
All web addresses on file
- https://www.linkedin.com/company/plentifulwealthperspectives
- https://www.instagram.com/jebjarrellcfp
- https://www.facebook.com/plentifulwealth
- http://www.plentifulwealth.com/
- https://www.linkedin.com/in/jebjarrell/
- https://www.linkedin.com/company/plentiful-wealth-llc/
- https://www.facebook.com/jebjarrellcrpc/
- https://www.youtube.com/@plentifulwealthperspectives
- https://sites.libsyn.com/356711
Official SEC filing: View on IAPD