PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC

PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC of METAIRIE, LA is an SEC-registered investment adviser (CRD 305339). Regulatory assets under management: $72.3M.

Registration

• CRD: 305339
• SEC file number: 801-117303
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305339 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search