PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC of JUPITER, FL is an SEC-registered investment adviser (CRD 335198). Regulatory assets under management: $25.5M.

Registration

• CRD: 335198
• SEC file number: 801-132351
• Type: Registered investment adviser
• Location: 110 FRONT STREET, JUPITER, FL, 33477
• Phone: 561-295-3483
• Latest filing: 2026-02-09
• Regulatory AUM: $25.5M
• Discretionary AUM: $25.5M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335198 on SEC IAPD (source of record)
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