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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOY, MELISSA, NICOLE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOY, MELISSA, NICOLE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOY, MELISSA, NICOLE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOY, MELISSA, NICOLE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| JOY, MELISSA, NICOLE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (6)
CA FL MI NY OR TX
Address
8031 MAIN STREET, SUITE 201DEXTER, MI 48130
United States
Phone: 734.274.6744