MULLOOLY WEALTH PLANNING LLC

MULLOOLY WEALTH PLANNING LLC of CLOVER, SC is an SEC-registered investment adviser (CRD 324792). Regulatory assets under management: $2.0M.

Registration

• CRD: 324792
• Type: Registered investment adviser
• Location: 264 LATITUDE LANE, CLOVER, SC, 29710
• Phone: 803-272-1003
• Latest filing: 2026-01-27
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324792 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search