POPE WEALTH PLANNING, LLC

POPE WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 328014). Regulatory assets under management: $45.7M.

Registration

• CRD: 328014
• Type: Registered investment adviser
• Phone: 646-640-6337
• Latest filing: 2026-02-09
• Regulatory AUM: $45.7M
• Non-discretionary AUM: $45.7M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328014 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search