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PIECE OF WEALTH PLANNING LLC

Advisory

GA

Data as of May 28, 2026 · Source: SEC Form ADV

Average account

$61K

across 29 accounts

AUM per adviser

$885K

2 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

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

13 clients

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

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Advisers of similar size in GA

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

J MOSS AND CO, INC

$2M

FERN IMPACT ADVISORS, LLC

$2M

DPM WEALTH MANAGEMENT INC>

$2M

EDWARD WEALTH PARTNERS, LLC

LITHIA SPRINGS, GA

$2M

BROWN INVESTORS WEALTH MANAGEMENT, LLC

$2M

MINDFUL CAPITAL MANAGEMENT, LLC

$2M

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