Be advised. This firm is no longer registered.

Planning For Wealth, LLC

Planning For Wealth, LLC (CRD# 117109) is a financial advisory firm headquartered in Monroe, LA. They manage $10,522,323 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1900 Roselawn Avenue, Monroe, LA 71201
https://www.pfwllc.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $420,893
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Planning For Wealth, LLC
No Advisor Found.

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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