# Personal Wealth Planning, LLC

> Personal Wealth Planning, LLC is a state-registered investment advisory firm in Hollywood, FL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 299390
- Filed as: PERSONAL WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hollywood, FL
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299390
- AdvisorCensus page: https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390

## Quick answers

**How is Personal Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Wealth Planning, LLC 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 Personal Wealth Planning, LLC located?**
Personal Wealth Planning, LLC's principal office is in Hollywood, FL, according to its Form ADV.

**Is Personal Wealth Planning, LLC registered with the SEC or a state?**
Personal Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299390.

**How much does Personal Wealth Planning, LLC manage?**
Personal Wealth Planning, LLC reports $14,032,736 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**What types of clients does Personal Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (7).

**Does Personal 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/299390

## 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: $14,032,736
- Discretionary: $14,032,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $6,144,946 |
| High net worth individuals | 7 | $7,887,790 |

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

### Firm details
- Registered since: 2018 (7 years)
- 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)
- pwp-ria.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Wealth Planning, LLC (CRD 299390): Form ADV filing data as of October 2026.