# Pope Wealth Management

> Pope Wealth Management is a state-registered investment advisory firm in Lakewood Ranch, FL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 310296
- Filed as: POPE WEALTH MANAGEMENT
- Legal name: Pope Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakewood Ranch, FL
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310296
- AdvisorCensus page: https://advisorcensus.com/firm/pope-wealth-management-lakewood-ranch-fl-310296

## Quick answers

**How is Pope Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pope Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Pope Wealth Management located?**
Pope Wealth Management's principal office is in Lakewood Ranch, FL, according to its Form ADV.

**Is Pope Wealth Management registered with the SEC or a state?**
Pope Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310296.

**How much does Pope Wealth Management manage?**
Pope Wealth Management reports $76,681,932 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Pope Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (31); charitable organizations (1).

**Does Pope Wealth Management 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/310296

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $76,681,932
- Discretionary: $76,681,932
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $19,998,645 |
| High net worth individuals | 31 | $56,506,432 |
| Charitable organizations | 1 | $176,855 |

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

### Firm details
- Registered since: 2020 (6 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)
- popewm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pope Wealth Management (CRD 310296): Form ADV filing data as of October 2026.