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PLANDEAVOR
PLANDEAVOR LLC
CRD 331046
1530 WILSON BLVD STE 650, ARLINGTON, VA, 22209, United States
Phone
202-599-2331
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.8M
Discretionary AUM
$2.8M
Team
2 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD