AMERICAN PLANNING SERVICES, INC.
Legal name: PAYANT WEALTH MANAGEMENT GROUP
CRD #134854 SEC #801-113231 SUN CITY CENTER, FL 813-633-7333
SEC Registered
Total AUM
$235.6M
Discretionary
$235.6M
Employees
6
Clients
0
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $235.6M | $235.6M | $0 | 6 | 0 |
| Mar 2024 | $235.6M | $235.6M | $0 | 6 | 0 |
| Nov 2023 | $203.3M | $203.3M | $0 | 6 | 0 |
| Oct 2023 | $203.3M | $203.3M | $0 | 6 | 0 |
| Feb 2023 | $203.3M | $203.3M | $0 | 6 | 0 |
| Mar 2022 | $231.6M | $231.6M | $20.2K | 6 | 0 |
| Mar 2021 | $200.7M | $200.7M | $18.5K | 6 | 0 |
| Nov 2020 | $169.7M | $169.7M | $0 | 7 | 0 |
| Jun 2020 | $169.7M | $169.7M | $0 | 7 | 0 |
| Jun 2020 | $169.7M | $169.7M | $0 | 7 | 0 |
| May 2020 | $169.7M | $169.7M | $0 | 7 | 0 |
| Feb 2020 | $169.7M | $169.7M | $0 | 7 | 0 |
| Dec 2019 | $133.2M | $133.1M | $14.2K | 7 | 0 |
| May 2019 | $133.2M | $133.1M | $14.2K | 7 | 0 |
| Mar 2019 | $133.2M | $133.1M | $14.2K | 7 | 0 |
| Apr 2018 | $121M | $121M | $0 | 7 | 0 |
| Jun 2012 | $50.5M | $50.1M | $405K | 6 | 200 |
| May 2012 | $50.5M | $50.1M | $405K | 6 | 200 |
| Apr 2012 | $50.5M | $50.1M | $405K | 6 | 200 |
| Feb 2012 | $50.5M | $50.1M | $405K | 6 | 200 |
| Jun 2011 | $46.9M | $46.4M | $469.1K | 10 | -- |
| Sep 2010 | $39M | $38.6M | $403.9K | 10 | -- |
DateNov 2024
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$231.6M
Discretionary$231.6M
Non-Disc.$20.2K
Employees6
Clients0
DateMar 2021
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$18.5K
Employees6
Clients0
DateNov 2020
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$133.2M
Discretionary$133.1M
Non-Disc.$14.2K
Employees7
Clients0
DateMay 2019
Total AUM$133.2M
Discretionary$133.1M
Non-Disc.$14.2K
Employees7
Clients0
DateMar 2019
Total AUM$133.2M
Discretionary$133.1M
Non-Disc.$14.2K
Employees7
Clients0
DateApr 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees7
Clients0
DateJun 2012
Total AUM$50.5M
Discretionary$50.1M
Non-Disc.$405K
Employees6
Clients200
DateMay 2012
Total AUM$50.5M
Discretionary$50.1M
Non-Disc.$405K
Employees6
Clients200
DateApr 2012
Total AUM$50.5M
Discretionary$50.1M
Non-Disc.$405K
Employees6
Clients200
DateFeb 2012
Total AUM$50.5M
Discretionary$50.1M
Non-Disc.$405K
Employees6
Clients200
DateJun 2011
Total AUM$46.9M
Discretionary$46.4M
Non-Disc.$469.1K
Employees10
Clients--
DateSep 2010
Total AUM$39M
Discretionary$38.6M
Non-Disc.$403.9K
Employees10
Clients--