FLORES WEALTH PLANNING, LLC

FLORES WEALTH PLANNING, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 173706). Regulatory assets under management: $3.0M.

Registration

• CRD: 173706
• Type: Registered investment adviser
• Location: 48 WALL STREET, NEW YORK, NY, 10005
• Phone: 917-740-3898
• Latest filing: 2026-03-31
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search