Personal Wealth Planning, LLC

Personal Wealth Planning, LLC (CRD# 299390) is a financial advisory firm headquartered in Hollywood, FL. They manage $13,341,570 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2450 Hollywood Blvd, Suite 302, Hollywood, FL 33020
http://www.pwp-ria.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $140,438
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Personal Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert O'toole, financial advisor Hollywood FL
Robert A. O'toole
CRD#: 2965745
2450 Hollywood Blvd, Suite 302, Hollywood, FL 33020

Robert O'toole (CRD# 2965745) is an Investment Advisor Representative working at Personal Wealth Planning, LLC in Hollywood, FL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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