Plan To Prosper Wealth Management
Plan To Prosper Wealth Management is an SEC-registered mass-market adviser in Ormond Beach, FL with $234.3M assets under management (AUM, regulatory AUM), +57% over one year. See who owns Plan To Prosper Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327660, SEC 801-131973, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $234.3M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- Ormond Beach, FL
- Employees
- 4
- Clients
- 418
- CRD
- 327660
- Ownership
- PALACIOS, ERICK, JOSE RAUL
How much AUM does Plan To Prosper Wealth Management have?
Plan To Prosper Wealth Management reported $234.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Plan To Prosper Wealth Management?
Disclosed owners and executives of Plan To Prosper Wealth Management include PALACIOS, ERICK, JOSE RAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.