# PLUMB FINANCIAL

PLUMB FINANCIAL of ARLINGTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 334608
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334608/similar
- Related entities: https://search.stillhousedata.com/firm/334608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334608

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.