|
⚲
|
| Applewhite Financial Planning PLLC
✚
|
|
|---|---|
| CRD # | 169799 |
| SEC # | 801-134467 |
| CIK # | |
| AUM | $153.1 M (2026-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-710-2498 |
| Address | 13355 Noel Rd Dallas, TX 75240 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 46.1 |
| (b) Individuals (high net worth individuals) | 55 | 107.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 740 | 153.1 |
| By Discretionary | ||
| Discretionary | 740 | 153.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 740 | 153.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.1 | |
| Total | 740 | 153.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaizen Retirement Plan Advisors LLC
✚
|
0.2 | |
|
Ethos Capital Management Inc
✚
|
PA | 0.2 |
|
Virtus Financial Partners LLC
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|
0.2 | |
|
Infinium Investment Advisors LLC
✚
|
CO | 0.2 |
|
LCR Wealth Management LLC
✚
|
CT | 0.2 |
|
Twin City Private Wealth LLC
✚
|
NC | 0.2 |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 0.2 |
|
Zenith Solutions Inc
✚
|
PA | 0.2 |
|
Cascade Financial Strategies LLC
✚
|
OR | 0.2 |
|
Poulos Advisors Inc
✚
|
VT | 0.2 |