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|
| Keyboard |
| Planning Works Advisory Inc
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|
|---|---|
| CRD # | 317834 |
| SEC # | 801-123012 |
| CIK # | |
| AUM | 199.8 M (2026-02-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 512-498-7526 |
| Address | 7719 Wood Hollow Drive Austin, TX 78731 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 23.8 |
| (b) Individuals (high net worth individuals) | 84 | 174.5 |
| (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 | 1.5 |
| (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 | 623 | 199.8 |
| By Discretionary | ||
| Discretionary | 623 | 199.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 623 | 199.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.8 | |
| Total | 623 | 199.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Farrell Financial LLC
✚
|
NY | 200.6 M |
|
Harvest Investment Advisors LLC
✚
|
200.3 M | |
|
Weingarten Associates LLC
✚
|
NJ | 200.3 M |
|
Tandem Investment Partners LLC
✚
|
NJ | 200.2 M |
|
AMG Asset Management Group Inc
✚
|
GA | 200.1 M |
|
Newbore Wealth Management Inc
✚
|
OR | 200.0 M |
|
Flagship Capital Management Inc
✚
|
PA | 199.9 M |
|
Kapusta Financial Group Inc
✚
|
PA | 199.6 M |
|
Capital Asset Management Inc
✚
|
OH | 199.5 M |
|
Pingora Partners LLC
✚
|
TX | 199.4 M |