RIA Intel›Advisers›Texas›PLANB TAX & WEALTH ADVISORS LLC

PLANB TAX & WEALTH ADVISORS LLC

Advisory

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in TX

#2,809

of 2,813 advisers by AUM

Average account

$500

across 1 accounts

AUM per adviser

$500

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$500

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$500

Discretionary AUM$500

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

WEALTHYX LLC

AUSTIN, TX

$750

+5.6% 1Y

FIVANCIAL ADVISORS, INC.

DALLAS, TX

$925

SECRETX ASSETS LLC

$1K

Get the full picture on PLANB TAX & WEALTH ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PLANB TAX & WEALTH ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans