RIA Intel›Advisers›Florida›IPLAN, LLC

IPLAN, LLC

Advisory

WINTER HAVEN, FL

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in FL

#1,829

of 2,610 advisers by AUM

Average account

$232K

across 133 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$20M

Non-Discretionary AUM$11M

Discretionary %63.7%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MD

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

32 clients

14 high-net-worth

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

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