Investment adviser · CRD 117109

PLANNING FOR WEALTH, LLC

Investment adviser filing (IA)

MONROE, LA, United States · Form ADV filed Jul 6, 2012

Regulatory AUM
$29.6M
Form ADV · Item 5.F
Client accounts
103
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jul 6, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1900 ROSELAWN AVENUE
MONROE, LA, 71201, United States

CRD 117109

Filing source

Form ADV 654952 · Jul 6, 2012 · 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.