PLANNING WORKS ADVISORY, INC.
CRD #317834 SEC #801-123012 AUSTIN, TX 512-498-7526
SEC Registered
Total AUM
$178.5M
Discretionary
$175.4M
Employees
3
Clients
0
Accounts
595
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (1)
TX
Address
7719 WOOD HOLLOW DRIVESTE 216
AUSTIN, TX 78731
United States
Phone: 512-498-7526