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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Plan2Thrive Financial LLC
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|---|---|
| CRD # | 317005 |
| SEC # | 801-132052 |
| CIK # | |
| AUM | $119.3 M (2025-06-12) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 563-323-5790 |
| Address | 220 W Davenport St Eldridge, IA 52748 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 54.9 |
| (b) Individuals (high net worth individuals) | 23 | 55.0 |
| (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 | 3 | 9.3 |
| (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 | 243 | 119.3 |
| By Discretionary | ||
| Discretionary | 240 | 109.9 |
| Non-Discretionary | 3 | 9.3 |
| Total | 243 | 119.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.3 | |
| Total | 243 | 119.3 |
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|---|---|---|
|
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✚
|
CA | 0.1 |
|
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OH | 0.1 |
|
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FL | 0.1 |
|
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CA | 0.1 |
|
LD Lowe Wealth Advisory Inc
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TX | 0.1 |
|
FREC Advisers LLC
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|
CA | 0.1 |
|
Sklar Capital Advisors LLC
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|
NM | 0.1 |
|
HDA Wealth Management LLC
✚
|
OH | 0.1 |
|
LaSalle Investment Advisors Inc
✚
|
WI | 0.1 |