PLANB TAX & WEALTH ADVISORS LLC

PLANB TAX & WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 300278). Regulatory assets under management: $500. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 300278
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300278 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search