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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arkansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELBORN, DAVID, CRAIG | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WELBORN, DAVID, CRAIG | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WELBORN, DAVID, CRAIG | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 7, 2025 REGISTERED
Notice Filings (3)
AR LA TX
Address
1003 SE 14TH ST.STE 15
BENTONVILLE, AR 72712
United States
Phone: (479) 273-3040