PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #305339 SEC #801-117303 METAIRIE, LA 504-605-1015
SEC Registered
Total AUM
$47.4M
Discretionary
$44.4M
Employees
2
Clients
1
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $47.4M | $44.4M | $3M | 2 | 0 |
| Jan 2020 | $47.4M | $44.4M | $3M | 2 | 0 |
| Jan 2020 | $47.4M | $44.4M | $3M | 2 | 0 |
| Sep 2019 | $0 | $0 | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
DateJan 2020
Total AUM$47.4M
Discretionary$44.4M
Non-Disc.$3M
Employees2
Clients0
DateJan 2020
Total AUM$47.4M
Discretionary$44.4M
Non-Disc.$3M
Employees2
Clients0
DateJan 2020
Total AUM$47.4M
Discretionary$44.4M
Non-Disc.$3M
Employees2
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0