Planning Works Advisory, Inc.
Planning Works Advisory, Inc. is an SEC-registered wealth manager in Austin, TX with $199.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Planning Works Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317834, SEC 801-123012, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $199.8M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 4
- Clients
- 129
- CRD
- 317834
- Ownership
- FEATHERSTON, MIKIEL, RAY; HARVEY, RENEE, CATHERINE
How much AUM does Planning Works Advisory, Inc. have?
Planning Works Advisory, Inc. reported $199.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Planning Works Advisory, Inc.?
Disclosed owners and executives of Planning Works Advisory, Inc. include FEATHERSTON, MIKIEL, RAY, HARVEY, RENEE, CATHERINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.