Investment adviser · CRD 165532

POPLAR GLOBAL WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

SAN BRUNO, CA, United States · Form ADV filed May 2, 2013

Regulatory AUM
$27.4M
Form ADV · Item 5.F
Client accounts
95
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

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: May 2, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1001 BAYHILL DR., SUITE 200
SAN BRUNO, CA, 94066, United States

CRD 165532

Filing source

Form ADV 735442 · May 2, 2013 · 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.