PROFESSIONAL PLANNING & WEALTH, LLC
Doing business as PROFESSIONAL PLANNING & WEALTH. SEC Form ADV profile.
Total regulatory AUM
$0
Discretionary
$0
Non-discretionary
$0
Firm details
- CRD number
- 342089
- SEC file number
- 801-137303
- Main office
- GREENVILLE, SC, United States
- Employees
- 5
- SEC status
- 120-Day Approval
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.