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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $138.1M | $138.1M | $0 | 2 | 85 |
| Nov 2025 | $138.1M | $138.1M | $0 | 2 | 85 |
| Aug 2025 | $138.1M | $138.1M | $0 | 2 | 85 |
DateDec 2025
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees2
Clients85
DateNov 2025
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees2
Clients85
DateAug 2025
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees2
Clients85