PEARL PLANNING, LLC
Legal name: PEARL PLANNING
CRD #336568 SEC #801-132904 DEXTER, MI 734.274.6744
SEC Registered
Total AUM
$312.8M
Discretionary
$307.5M
Employees
3
Clients
0
Accounts
949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $312.8M | $307.5M | $5.2M | 3 | 0 |
| Sep 2025 | $312.8M | $307.5M | $5.2M | 3 | 0 |
| Jul 2025 | $0 | $0 | $0 | 3 | 0 |
| May 2025 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$312.8M
Discretionary$307.5M
Non-Disc.$5.2M
Employees3
Clients0
DateSep 2025
Total AUM$312.8M
Discretionary$307.5M
Non-Disc.$5.2M
Employees3
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0