PELICAN FINANCIAL PLANNING AND WEALTH, PLLC
CRD #335198 SEC #801-132351 JUPITER, FL 561-818-3003
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GEORGE, GENEVIEVE, ELIZABETH | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| GEORGE, GENEVIEVE, ELIZABETH | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| GEORGE, GENEVIEVE, ELIZABETH | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| GEORGE, GENEVIEVE, ELIZABETH | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
| GEORGE, GENEVIEVE, ELIZABETH | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 14, 2025 REGISTERED
Notice Filings (1)
FL
Address
110 FRONT STREETSUITE 300
JUPITER, FL 33477
United States
Phone: 561-818-3003