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PLUMB FINANCIAL
PLUMB FINANCIAL LLC
CRD 334608
1905 ASCENSION BLVD., ARLINGTON, TX, 76006, United States
Phone
817-305-7703
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $10.4M |
All web addresses on file
Official SEC filing: View on IAPD