# Mullooly Wealth Planning LLC

> Mullooly Wealth Planning LLC is a state-registered investment advisory firm in Clover, SC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 324792
- Filed as: MULLOOLY WEALTH PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clover, SC
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324792
- AdvisorCensus page: https://advisorcensus.com/firm/mullooly-wealth-planning-llc-clover-sc-324792

## Quick answers

**How is Mullooly Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mullooly Wealth Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mullooly Wealth Planning LLC located?**
Mullooly Wealth Planning LLC's principal office is in Clover, SC, according to its Form ADV.

**Is Mullooly Wealth Planning LLC registered with the SEC or a state?**
Mullooly Wealth Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324792.

**How much does Mullooly Wealth Planning LLC manage?**
Mullooly Wealth Planning LLC reports $2,011,103 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Mullooly Wealth Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Mullooly Wealth Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324792

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,011,103
- Discretionary: $2,011,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,011,103 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mulloolywealthplanning.com
- Facebook facebook.com
- Instagram @Mullooly_Wealth_Planning
- LinkedIn @mullooly-wealth-planning-a30375254

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mullooly Wealth Planning LLC (CRD 324792): Form ADV filing data as of October 2026.