# PLANB TAX & WEALTH ADVISORS LLC

PLANB TAX & WEALTH ADVISORS LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 300278
- Type: SEC-registered investment adviser
- Phone: (214) 477-8970
- Latest filing: 2026-01-20
- Regulatory AUM: $500
- Discretionary AUM: $500
- Clients: 1
- Accounts: 1

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300278/similar
- Related entities: https://search.stillhousedata.com/firm/300278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300278

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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.