PLUMB FINANCIAL

PLUMB FINANCIAL of ARLINGTON, TX is an SEC-registered investment adviser (CRD 334608). Regulatory assets under management: $10.4M.

Registration

• CRD: 334608
• Type: Registered investment adviser
• Location: 1905 ASCENSION BLVD., ARLINGTON, TX, 76006
• Phone: 817-305-7703
• Latest filing: 2026-02-23
• Regulatory AUM: $10.4M
• Non-discretionary AUM: $10.4M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334608 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search