Pearl Planning
Pearl Planning is an SEC-registered wealth manager in Dexter, MI with $329.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pearl Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336568, SEC 801-132904, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $329.2M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Dexter, MI
- Employees
- 7
- Clients
- 305
- CRD
- 336568
- Ownership
- JOY, MELISSA, NICOLE
How much AUM does Pearl Planning have?
Pearl Planning reported $329.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Pearl Planning?
Disclosed owners and executives of Pearl Planning include JOY, MELISSA, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.