PERSONAL WEALTH PLANNING, LLC

PERSONAL WEALTH PLANNING, LLC of HOLLYWOOD, FL is an SEC-registered investment adviser (CRD 299390). Regulatory assets under management: $14.0M.

Registration

• CRD: 299390
• Type: Registered investment adviser
• Location: 2450 HOLLYWOOD BLVD, HOLLYWOOD, FL, 33020
• Phone: 954-985-3555
• Latest filing: 2026-01-07
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299390 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search