RIA Intel›Advisers›Virginia›PERSONAL FINANCIAL EXPERIENCES, LLC

PERSONAL FINANCIAL EXPERIENCES, LLC

Advisory

VA

Data as of Jan 23, 2026 · Source: SEC Form ADV

Rank in VA

#511

of 588 advisers by AUM

Average account

$356K

across 187 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, VA

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

46 clients

37 high-net-worth

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

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