PLAN2THRIVE FINANCIAL, LLC
Legal name: PLAN2THRIVE FINANCIAL
CRD #317005 SEC #801-132052 ELDRIDGE, IA 563-323-5790
SEC Registered
Total AUM
$119.3M
Discretionary
$109.9M
Employees
6
Clients
101
Accounts
243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $119.3M | $109.9M | $9.3M | 6 | 5 |
| May 2025 | $119.3M | $109.9M | $9.3M | 7 | 5 |
| Apr 2025 | $119.3M | $109.9M | $9.3M | 8 | 5 |
| Mar 2025 | $119.3M | $109.9M | $9.3M | 8 | 5 |
| Feb 2025 | $119.3M | $109.9M | $9.3M | 8 | 5 |
| Feb 2025 | $119.3M | $109.9M | $9.3M | 7 | 5 |
| Feb 2025 | $119.3M | $109.9M | $9.3M | 7 | 5 |
| Jan 2025 | $119.3M | $109.9M | $9.3M | 6 | 5 |
DateJun 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees6
Clients5
DateMay 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees7
Clients5
DateApr 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees8
Clients5
DateMar 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees8
Clients5
DateFeb 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees8
Clients5
DateFeb 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees7
Clients5
DateFeb 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees7
Clients5
DateJan 2025
Total AUM$119.3M
Discretionary$109.9M
Non-Disc.$9.3M
Employees6
Clients5