{
  "crd_number": 312250,
  "slug": "plentiful-wealth-llc-louisville-ky-312250",
  "primary_business_name": "PLENTIFUL WEALTH, LLC",
  "legal_name": "PLENTIFUL WEALTH, LLC",
  "dbas": [],
  "city": "Louisville",
  "state": "KY",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-03-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-20",
  "carried_forward": false,
  "raum_total": 44674596.0,
  "raum_discretionary": 44674596.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 298543.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 18040756.0,
      "count": 65
    },
    "high_net_worth_individuals": {
      "raum": 26235232.0,
      "count": 14
    },
    "corporations_other_businesses": {
      "raum": 100065.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "KY",
    "LA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/jebjarrellcrpc",
    "https://facebook.com/plentifulwealth",
    "https://instagram.com/jebjarrellcfp",
    "https://linkedin.com/company/plentiful-wealth-llc",
    "https://linkedin.com/company/plentifulwealthperspectives",
    "https://linkedin.com/in/jebjarrell",
    "https://plentifulwealth.com",
    "https://sites.libsyn.com/356711",
    "https://youtube.com/@plentifulwealthperspectives"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312250",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "LOUISVILLE",
  "url": "https://advisorcensus.com/firm/plentiful-wealth-llc-louisville-ky-312250",
  "display_name": "Plentiful Wealth, LLC",
  "summary": "Plentiful Wealth, LLC is a state-registered investment advisory firm in Louisville, KY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.",
  "citation": "AdvisorCensus. Plentiful Wealth, LLC (CRD 312250): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Plentiful Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Plentiful Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Plentiful Wealth, LLC located?",
      "a": "Plentiful Wealth, LLC's principal office is in Louisville, KY, according to its Form ADV."
    },
    {
      "q": "Is Plentiful Wealth, LLC registered with the SEC or a state?",
      "a": "Plentiful Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312250."
    },
    {
      "q": "How much does Plentiful Wealth, LLC manage?",
      "a": "Plentiful Wealth, LLC reports $44,674,596 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Plentiful Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (14)."
    },
    {
      "q": "Does Plentiful Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312250"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/plentiful-wealth-llc-louisville-ky-312250.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 65,
      "fewer_than_5": false,
      "raum": 18040756.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 26235232.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 298543.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 100065.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312250",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}