Investment adviser · CRD 335198

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

Investment adviser filing (IA)

JUPITER, FL, United States · Form ADV filed Aug 14, 2025

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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 14, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

110 FRONT STREET, SUITE 300
JUPITER, FL, 33477, United States

CRD 335198

Filing source

Form ADV 2009666 · Aug 14, 2025 · 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.