RIA Intel›Advisers›North Carolina›CLW FINANCIAL PLANNING LLC

CLW FINANCIAL PLANNING LLC

Advisory

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account

$465K

across 20 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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BROOKS FINANCIAL OF NORTH CAROLINA, LLC

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$10M

NEXUS CAPITAL INC

MATTHEWS, NC

$10M

COVENANT INVESTMENT SOLUTIONS L.L.C.

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$9M

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