# PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC

PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC of METAIRIE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 305339
- Type: SEC-registered investment adviser
- SEC file number: 801-117303
- Location: 3501 NORTH CAUSEWAY BOULEVARD, METAIRIE, LA, 70002
- Phone: 504-291-1525
- Latest filing: 2026-03-31
- Regulatory AUM: $72.3M
- Discretionary AUM: $68.5M
- Non-discretionary AUM: $3.8M
- Clients: 3
- Accounts: 263

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| NOTO ANDREW BRIAN | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305339/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305339/similar
- Related entities: https://search.stillhousedata.com/firm/305339/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305339

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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.