PEARL PLANNING, LLC

PEARL PLANNING, LLC of DEXTER, MI is an SEC-registered investment adviser (CRD 336568). Regulatory assets under management: $329.2M.

Registration

• CRD: 336568
• SEC file number: 801-132904
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336568 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search