|
⚲
|
| Plan2Thrive Financial LLC
✚
|
|
|---|---|
| CRD # | 317005 |
| SEC # | 801-132052 |
| CIK # | |
| AUM | $147.5 M (2026-02-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 563-323-5790 |
| Address | 220 W Davenport St Eldridge, IA 52748 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 56.4 |
| (b) Individuals (high net worth individuals) | 25 | 72.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.2 |
| (h) Charitable organizations | 20 | 7.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 147.5 |
| By Discretionary | ||
| Discretionary | 763 | 136.3 |
| Non-Discretionary | 3 | 11.2 |
| Total | 766 | 147.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 147.3 | |
| Total | 766 | 147.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AXIA Wealth Management Inc
✚
|
OR | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
Fairfax Global Investment Management LLC
✚
|
0.1 | |
|
Stembrook Asset Management LLC
✚
|
NJ | 0.1 |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Blue Bear Financial LLC
✚
|
0.1 | |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |
|
Horizon Wealth Investment Solutions LLC
✚
|
CO | 0.1 |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 0.1 |