Donalies Financial Planning, LLC
Donalies Financial Planning, LLC is an SEC-registered wealth manager with $204.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Donalies Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164700, SEC 801-131667, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $204.5M (2026-03-25)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 135
- CRD
- 164700
- Ownership
- DONALIES, CHARLES, EDWARD
How much AUM does Donalies Financial Planning, LLC have?
Donalies Financial Planning, LLC reported $204.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Donalies Financial Planning, LLC?
Disclosed owners and executives of Donalies Financial Planning, LLC include DONALIES, CHARLES, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.