APPLEWHITE FINANCIAL PLANNING, PLLC
Legal name: APPLEWHITE & BUYS FINANCIAL ADVISORS
CRD #169799 SEC #801-134467 DALLAS, TX 214-710-2498
SEC Registered
Total AUM
$138.1M
Discretionary
$138.1M
Employees
2
Clients
101
Accounts
719
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| APPLEWHITE, JOSEPH, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TEXAS DESIGNATED OFFICER/MANAGING MEMBER | NA | |
| APPLEWHITE, JOSEPH, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | |
| APPLEWHITE, JOSEPH, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | |
| JALHA APPLE PLLC | DE | SHAREHOLDER | D | Control |
| JALHA APPLE PLLC | DE | SHAREHOLDER | D | Control |
| JALHA APPLE PLLC | DE | SHAREHOLDER | D | Control |
| BLACKWATER LEDGER PLLC | DE | SHAREHOLDER | C | Control |
| BLACKWATER LEDGER PLLC | DE | SHAREHOLDER | C | Control |
| BLACKWATER LEDGER PLLC | DE | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (13)
AR AZ CO FL LA MN MS NC NH NM OK SC TX
Address
13355 NOEL RDSUITE 1100
DALLAS, TX 75240
United States
Phone: 214-710-2498