Investment adviser · CRD 342089

PROFESSIONAL PLANNING & WEALTH

Investment adviser filing (IA)

PROFESSIONAL PLANNING & WEALTH, LLC

GREENVILLE, SC, United States · Form ADV filed Sep 15, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
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: Sep 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

242 SOUTH PLEASANTBURG DRIVE
GREENVILLE, SC, 29607, United States

CRD 342089

Filing source

Form ADV 2132661 · Sep 15, 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.