PLANVEST FINANCIAL, INC.
CRD #290306 SEC #801-131058 GAITHERSBURG, MD (301) 977-7123
SEC Registered
Total AUM
$126M
Discretionary
$126M
Employees
8
Clients
0
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $126M | $126M | $0 | 8 | 0 |
| Nov 2025 | $126M | $126M | $0 | 8 | 0 |
| Mar 2025 | $126M | $126M | $0 | 8 | 0 |
| Dec 2024 | $110.9M | $110.9M | $0 | 6 | 0 |
| Aug 2024 | $110.9M | $110.9M | $0 | 6 | 0 |
| Jan 2018 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees8
Clients0
DateNov 2025
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0