# Pelican Financial Planning and Wealth, PLLC

> Pelican Financial Planning and Wealth, PLLC is a state-registered investment advisory firm in Jupiter, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 335198
- Filed as: PELICAN FINANCIAL PLANNING AND WEALTH, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335198
- AdvisorCensus page: https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198

## Quick answers

**How is Pelican Financial Planning and Wealth, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pelican Financial Planning and Wealth, PLLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pelican Financial Planning and Wealth, PLLC located?**
Pelican Financial Planning and Wealth, PLLC's principal office is in Jupiter, FL, according to its Form ADV.

**Is Pelican Financial Planning and Wealth, PLLC registered with the SEC or a state?**
Pelican Financial Planning and Wealth, PLLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335198.

**How much does Pelican Financial Planning and Wealth, PLLC manage?**
Pelican Financial Planning and Wealth, PLLC reports $25,530,311 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Pelican Financial Planning and Wealth, PLLC's assets and staff changed since 2025?**
In the Form ADV data for Pelican Financial Planning and Wealth, PLLC: Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pelican Financial Planning and Wealth, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (8); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Pelican Financial Planning and Wealth, PLLC 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/335198

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,530,311
- Discretionary: $25,530,311
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,492,665 |
| High net worth individuals | 8 | $20,355,037 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $682,609 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/68It4yIuC8iShT9y9uKUUz
- pelicanfinancialplanning.com
- podcasts.apple.com/us/podcast/the-wealth-development-studio/id1854486458
- Facebook facebook.com
- Instagram @p
- LinkedIn @pelican-financial-planning-and-wealth
- LinkedIn @genevievegeorge2010
- YouTube @thewealthdevelopmentstudio

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 1 | July 30, 2025 |
| October 2026 | $25,530,311 | 1 | February 9, 2026 |

Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pelican Financial Planning and Wealth, PLLC (CRD 335198): Form ADV filing data as of October 2026.