# P&P Wealth Management LLC

> P&P Wealth Management LLC is a state-registered investment advisory firm in Victoria, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2023.

- CRD: 158469
- Filed as: P&P WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Victoria, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158469
- AdvisorCensus page: https://advisorcensus.com/firm/p-and-p-wealth-management-llc-victoria-tx-158469

## Quick answers

**How is P&P Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), P&P Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is P&P Wealth Management LLC located?**
P&P Wealth Management LLC's principal office is in Victoria, TX, according to its Form ADV.

**Is P&P Wealth Management LLC registered with the SEC or a state?**
P&P Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 158469.

**How much does P&P Wealth Management LLC manage?**
P&P Wealth Management LLC reports $600,000 in regulatory assets under management in its Form ADV filing dated March 30, 2023 (0% discretionary).

**What types of clients does P&P Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (1).

**Does P&P Wealth Management 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/158469

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $600,000
- Discretionary: $0
- Non-discretionary: $600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $225,000 |
| High net worth individuals | 1 | $375,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- p-pwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P&P Wealth Management LLC (CRD 158469): Form ADV filing data as of October 2026.