PLANNING FOR WEALTH, LLC

PLANNING FOR WEALTH, LLC of MONROE, LA is an SEC-registered investment adviser (CRD 117109). Regulatory assets under management: $29.6M.

Registration

• CRD: 117109
• SEC file number: 801-66239
• Type: Registered investment adviser
• Location: 1900 ROSELAWN AVENUE, MONROE, LA, 71201
• Phone: 318-340-0324
• Latest filing: 2012-07-06
• Regulatory AUM: $29.6M
• Discretionary AUM: $29.6M
• Clients: 6
• Accounts: 103

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117109 on SEC IAPD (source of record)
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