RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Louisiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 11, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control
NOTO, ANDREW, BRIANICHIEF COMPLIANCE OFFICER & MANAGING MEMBERE Control

Registrations

Federal

IA
Jan 11, 2020 REGISTERED

Notice Filings (3)

LA NC TX

Address

ONE GALLERIA BOULEVARD
SUITE 1900
METAIRIE, LA 70001
United States
Phone: 504-605-1015