RIA Intel›Advisers›Florida›PERSONAL WEALTH PLANNING, LLC

PERSONAL WEALTH PLANNING, LLC

Advisory

HOLLYWOOD, FL

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in FL
#2,107
of 2,610 advisers by AUM
Average account
$148K
across 95 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
30
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

HERZFELD GROUP INC
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$14M
-16.4% 1Y
GROVE WEALTH MANAGEMENT, LLC
MIAMI, FL
$14M
AURE INVESTMENTS LLC
TAMPA, FL
$14M
JIK INVESTMENT SERVICES INC
MIAMI LAKES, FL
$14M
KLEIN ASSET MANAGEMENT LLC
$14M
ROBERT F. MAHONEY, P.A., CPA
BOCA RATON, FL
$14M

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