Investment adviser · CRD 336568
PEARL PLANNING
Investment adviser filing (IA)
PEARL PLANNING, LLC
DEXTER, MI, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $329M Form ADV · Item 5.F
- Client accounts
- 949 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 104 | $256,376,565 | 77.9% |
| Individuals | 201 | $64,143,324 | 19.5% |
| Retirement plans | Fewer than 5 | $5,217,830 | 1.6% |
| Charities | Fewer than 5 | $3,267,453 | 1.0% |
| Corporations & businesses | Fewer than 5 | $177,454 | 0.1% |
Filing source
Form ADV 2127560 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8031 MAIN STREET, SUITE 201DEXTER, MI, 48130, United States
CRD 336568
Filing source
Form ADV 2127560 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.