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MULLOOLY WEALTH PLANNING LLC

CRD 324792

Visit website

264 LATITUDE LANE, SUITE 102, CLOVER, SC, 29710, United States

Phone

803-272-1003

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.0M

Discretionary AUM

$2.0M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals11$2.0M

All web addresses on file

Official SEC filing: View on IAPD