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PELICAN FINANCIAL PLANNING AND WEALTH, PLLC
CRD 335198 · SEC 801-132351
110 FRONT STREET, SUITE 300, JUPITER, FL, 33477, United States
Phone
561-295-3483
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.5M
Discretionary AUM
$25.5M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.5M |
| High net worth individuals | 8 | $20.4M |
| Pension/profit sharing plans | 1 | $683K |
All web addresses on file
- https://www.pelicanfinancialplanning.com
- https://www.linkedin.com/company/pelican-financial-planning-and-wealth/
- https://www.facebook.com/profile.php?id=61579833440549
- https://www.instagram.com/p/DQXBNj7jLmU/
- https://www.linkedin.com/in/genevievegeorge2010/
- https://open.spotify.com/show/68It4yIuC8iShT9y9uKUUz
- https://podcasts.apple.com/us/podcast/the-wealth-development-studio/id1854486458
- https://www.youtube.com/@thewealthdevelopmentstudio
Official SEC filing: View on IAPD