# PEARL PLANNING, LLC

PEARL PLANNING, LLC of DEXTER, MI is an SEC-registered investment adviser.

## Registration

- CRD: 336568
- Type: SEC-registered investment adviser
- SEC file number: 801-132904
- Location: 8031 MAIN STREET, SUITE 201, DEXTER, MI, 48130
- Phone: 734.274.6744
- Latest filing: 2026-06-24
- Regulatory AUM: $329.2M
- Discretionary AUM: $329.2M
- Clients: 7
- Accounts: 949

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Melissa Nicole Joy | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336568/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336568/similar
- Related entities: https://search.stillhousedata.com/firm/336568/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336568

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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.