# PI Wealth Plan LLC

> PI Wealth Plan LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 298421
- Filed as: PI WEALTH PLAN LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298421
- AdvisorCensus page: https://advisorcensus.com/firm/pi-wealth-plan-llc-298421

## Quick answers

**How is PI Wealth Plan LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PI Wealth Plan LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is PI Wealth Plan LLC registered with the SEC or a state?**
PI Wealth Plan LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298421.

**How much does PI Wealth Plan LLC manage?**
PI Wealth Plan LLC reports $26,354,527 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does PI Wealth Plan LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does PI Wealth Plan 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/298421

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $26,354,527
- Discretionary: $26,354,527
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $26,354,527 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- piwealthplan.com
- Facebook @piwealthplan
- LinkedIn @jenetayeva
- LinkedIn @piwealthplan
- X @piwealthplan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PI Wealth Plan LLC (CRD 298421): Form ADV filing data as of October 2026.