RIA Intel›Advisers›Florida›POLLEY WEALTH MANAGEMENT LLC

POLLEY WEALTH MANAGEMENT LLC

Advisory

ORLANDO, FL

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

Rank in FL

#1,976

of 2,610 advisers by AUM

Average account

$201K

across 106 accounts

AUM per adviser

$11M

2 advisers

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

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$20M

Non-Discretionary AUM$2M

Discretionary %92%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, 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

50 clients

10 high-net-worth

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

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