# Plentiful Wealth, LLC

> 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.

- CRD: 312250
- Filed as: PLENTIFUL WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312250
- AdvisorCensus page: https://advisorcensus.com/firm/plentiful-wealth-llc-louisville-ky-312250

## Quick answers

**How is Plentiful Wealth, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Plentiful Wealth, LLC located?**
Plentiful Wealth, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Plentiful Wealth, LLC registered with the SEC or a state?**
Plentiful Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312250.

**How much does Plentiful Wealth, LLC manage?**
Plentiful Wealth, LLC reports $44,674,596 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**What types of clients does Plentiful Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (14).

**Does Plentiful Wealth, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,674,596
- Discretionary: $44,674,596
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $18,040,756 |
| High net worth individuals | 14 | $26,235,232 |
| Charitable organizations | Fewer than 5 | $298,543 |
| Corporations or other businesses not listed above | Fewer than 5 | $100,065 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, LA, WV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312250

### Websites listed on Form ADV (Item 1.I)
- [plentifulwealth.com](https://plentifulwealth.com)
- [sites.libsyn.com/356711](https://sites.libsyn.com/356711)
- Facebook @jebjarrellcrpc
- Facebook @plentifulwealth
- Instagram @jebjarrellcfp
- LinkedIn @plentiful-wealth-llc
- LinkedIn @plentifulwealthperspectives
- LinkedIn @jebjarrell
- YouTube @plentifulwealthperspectives

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plentiful Wealth, LLC (CRD 312250): Form ADV filing data as of October 2026.