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| Happy Holidays!! thanks for using AUM13F!! |
| Plan Life & Wealth Management Inc
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|---|---|
| CRD # | 44960 |
| SEC # | 801-112596 |
| CIK # | |
| AUM | $180.8 M (2025-03-21) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 559-433-1110 |
| Address | 9 E River Park Pl E, Suite 440 Fresno, CA 93720-1530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 715 | 157.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 17.3 |
| (h) Charitable organizations | 8 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 180.8 |
| By Discretionary | ||
| Discretionary | 743 | 180.3 |
| Non-Discretionary | 1 | 0.5 |
| Total | 744 | 180.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.8 | |
| Total | 744 | 180.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Larry Mathis Financial Planning LLC
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|
AZ | 0.2 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.2 |
|
Aegis Wealth Group LLC
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|
UT | 0.2 |
|
Familywealth Asset Management
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|
TX | 0.2 |
|
Continuity Wealth Management Corp
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|
OR | 0.2 |
|
Revolution Capital LLC
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|
NE | 0.2 |
|
A4 Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Sun Group Wealth Partners LLC
✚
|
CA | 0.2 |
|
4Thought Financial Group Inc
✚
|
NY | 0.2 |
|
Great Hill Advisory Ltd
✚
|
NY | 0.2 |