POLLEY WEALTH MANAGEMENT LLC

POLLEY WEALTH MANAGEMENT LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 305143). Regulatory assets under management: $21.3M.

Registration

• CRD: 305143
• Type: Registered investment adviser
• Location: 250 NORTH ORANGE AVE, ORLANDO, FL, 32801
• Phone: (407) 337-1085
• Latest filing: 2026-01-29
• Regulatory AUM: $21.3M
• Discretionary AUM: $19.6M
• Non-discretionary AUM: $1.7M
• Clients: 3
• Accounts: 106

Business model

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

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 305143 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search