Adviser Profile
| As of Date | 11/15/2025 |
| Registration status | Registration Changed to APPLEWHITE FINANCIAL PLANNING, PLLC |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 138,072,194 18% |
| of that, discretionary | 138,072,194 18% |
| Number of Employees | 2 -71% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 192,034 13% |
| % High Net Worth | 28.57% 21% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds