FLP WEALTH MANAGEMENT, LLC
Legal name: FAMILY LEGACY PLANNING
CRD #294277 SEC #801-130790 BENTONVILLE, AR (479) 273-3040
SEC Registered
Total AUM
$135.6M
Discretionary
$132.1M
Employees
3
Clients
101
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $135.6M | $132.1M | $3.6M | 3 | 0 |
| Feb 2025 | $135.6M | $132.1M | $3.6M | 3 | 0 |
| Jun 2024 | $112.1M | $105.2M | $7M | 3 | 0 |
DateOct 2025
Total AUM$135.6M
Discretionary$132.1M
Non-Disc.$3.6M
Employees3
Clients0
DateFeb 2025
Total AUM$135.6M
Discretionary$132.1M
Non-Disc.$3.6M
Employees3
Clients0
DateJun 2024
Total AUM$112.1M
Discretionary$105.2M
Non-Disc.$7M
Employees3
Clients0