RIA Intel›Advisers›Kentucky›PLENTIFUL WEALTH, LLC

PLENTIFUL WEALTH, LLC

Advisory

LOUISVILLE, KY

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

Average account

$233K

across 192 accounts

AUM per adviser

$45M

1 advisers

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

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, LA, TX, WV

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

79 clients

14 high-net-worth

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

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