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FLP WEALTH MANAGEMENT, LLC

UUIDf8285b81-1188-54a5-ab37-373c8af2a394
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 294277 294277 1.0
sec_file_number 801-130790 801-130790

Profile

WebsiteHTTP://WWW.FLPWEALTH.COM
HQ CityBENTONVILLE
HQ StateAR
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • FAMILY LEGACY PLANNING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)135,626,460.0
  • RAUM (discretionary)132,075,796.0
  • Actionable assets82,886,680.0
  • Accounts713.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM6,041,856.0
  • Charitable AUM0.0
  • HNW AUM76,491,286.0

As of 2025-02-20 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.