PLAN LIFE & WEALTH MANAGEMENT, INC.
Legal name: PLAN FINANCIAL
CRD #44960 SEC #801-112596 FRESNO, CA 559-433-1110
SEC Registered
Total AUM
$180.8M
Discretionary
$180.3M
Employees
6
Clients
25
Accounts
744
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $180.8M | $180.3M | $525K | 6 | 744 |
| Mar 2024 | $170.3M | $169.9M | $460K | 6 | 768 |
| Mar 2023 | $168.4M | $168M | $400K | 6 | 791 |
| Mar 2022 | $185.9M | $182.1M | $3.8M | 6 | 0 |
| Mar 2021 | $178.9M | $175.1M | $3.8M | 6 | 0 |
| Jun 2020 | $161.3M | $158M | $3.4M | 5 | 0 |
| Mar 2020 | $161.3M | $158M | $3.4M | 5 | 0 |
| Mar 2019 | $133.2M | $133.2M | $0 | 5 | 0 |
| Mar 2019 | $135.5M | $133.2M | $2.3M | 5 | 0 |
| Feb 2018 | $133.4M | $133.4M | $0 | 5 | 0 |
| Jun 2012 | $81.6M | $81.6M | $0 | 1 | 300 |
| Jun 2012 | $81.6M | $81.6M | $0 | 1 | 300 |
| Jun 2012 | $81.6M | $81.6M | $0 | 1 | 300 |
| Mar 2012 | $81.6M | $81.6M | $0 | 1 | 300 |
| Mar 2011 | $76.9M | $76.9M | $0 | 5 | -- |
| Mar 2007 | $39.4M | $39.4M | $0 | 5 | -- |
| Dec 2006 | $39.4M | $39.4M | $0 | 5 | -- |
| May 2004 | $15.6M | $15.6M | $0 | 5 | -- |
| Mar 2004 | $15.6M | $15.6M | $0 | 5 | -- |
| Jan 2004 | $39.2M | $39.2M | $0 | 5 | -- |
| Mar 2002 | $45.8M | $45.8M | $0 | 10 | -- |
DateMar 2025
Total AUM$180.8M
Discretionary$180.3M
Non-Disc.$525K
Employees6
Clients744
DateMar 2024
Total AUM$170.3M
Discretionary$169.9M
Non-Disc.$460K
Employees6
Clients768
DateMar 2023
Total AUM$168.4M
Discretionary$168M
Non-Disc.$400K
Employees6
Clients791
DateMar 2022
Total AUM$185.9M
Discretionary$182.1M
Non-Disc.$3.8M
Employees6
Clients0
DateMar 2021
Total AUM$178.9M
Discretionary$175.1M
Non-Disc.$3.8M
Employees6
Clients0
DateJun 2020
Total AUM$161.3M
Discretionary$158M
Non-Disc.$3.4M
Employees5
Clients0
DateMar 2020
Total AUM$161.3M
Discretionary$158M
Non-Disc.$3.4M
Employees5
Clients0
DateMar 2019
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$135.5M
Discretionary$133.2M
Non-Disc.$2.3M
Employees5
Clients0
DateFeb 2018
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2012
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees1
Clients300
DateJun 2012
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees1
Clients300
DateJun 2012
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$15.6M
Discretionary$15.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$15.6M
Discretionary$15.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees10
Clients--