MLP3, LLC
Legal name: MASTERS LEGACY PLANNING
CRD #296314 SEC #801-113681 LINWOOD, NJ 609-601-0800
SEC Registered
Total AUM
$242.1M
Discretionary
$242.1M
Employees
5
Clients
25
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $242.1M | $242.1M | $0 | 5 | 0 |
| Jul 2025 | $242.1M | $242.1M | $0 | 5 | 0 |
| Mar 2025 | $242.1M | $242.1M | $0 | 5 | 0 |
| Mar 2025 | $242.1M | $242.1M | $0 | 5 | 0 |
| Mar 2024 | $214.4M | $214.4M | $0 | 5 | 0 |
| Nov 2023 | $191.1M | $191.1M | $0 | 5 | 6 |
| Apr 2023 | $191.1M | $191.1M | $0 | 5 | 6 |
| Mar 2023 | $191.1M | $191.1M | $0 | 5 | 6 |
| Nov 2022 | $202.3M | $202.3M | $0 | 5 | 8 |
| Apr 2022 | $202.3M | $202.3M | $0 | 5 | 8 |
| Mar 2022 | $202.3M | $202.3M | $0 | 5 | 8 |
| Apr 2021 | $180.2M | $180.2M | $0 | 6 | 0 |
| Mar 2021 | $180.2M | $180.2M | $0 | 6 | 0 |
| Jun 2020 | $171.1M | $171.1M | $0 | 6 | 4 |
| Jun 2020 | $171.1M | $171.1M | $0 | 6 | 4 |
| Mar 2020 | $171.1M | $171.1M | $0 | 6 | 4 |
| Sep 2019 | $146.1M | $146.1M | $0 | 4 | 4 |
| Jun 2019 | $146.1M | $146.1M | $0 | 4 | 4 |
| May 2019 | $146.1M | $146.1M | $0 | 4 | 4 |
| Mar 2019 | $146.1M | $146.1M | $0 | 4 | 4 |
| Nov 2018 | $154.7M | $154.7M | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
| Jun 2018 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2025
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients6
DateApr 2023
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients6
DateMar 2023
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients6
DateNov 2022
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees5
Clients8
DateApr 2022
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees5
Clients8
DateMar 2022
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees5
Clients8
DateApr 2021
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees6
Clients4
DateJun 2020
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees6
Clients4
DateMar 2020
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees6
Clients4
DateSep 2019
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients4
DateJun 2019
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients4
DateMay 2019
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients4
DateMar 2019
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients4
DateNov 2018
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0