# PLANNING FOR WEALTH, LLC

PLANNING FOR WEALTH, LLC of MONROE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 117109
- Type: SEC-registered investment adviser
- SEC file number: 801-66239
- 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)

| Name | Role | Location |
| --- | --- | --- |
| HULSEY BEN | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| HARWOOD SUSAN REIGHNEY | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117109/similar
- Related entities: https://search.stillhousedata.com/firm/117109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117109

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.