PLANDEAVOR

PLANDEAVOR of ARLINGTON, VA is an SEC-registered investment adviser (CRD 331046). Regulatory assets under management: $2.8M.

Registration

• CRD: 331046
• Type: Registered investment adviser
• Location: 1530 WILSON BLVD STE 650, ARLINGTON, VA, 22209
• Phone: 202-599-2331
• Latest filing: 2026-06-26
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 3
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, 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 331046 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search