Adviser Profile
| As of Date | 07/31/2024 |
| Registration status | Registration Changed to FLP WEALTH MANAGEMENT, LLC |
| ADV Location | BENTONVILLE, AR, United States |
| Contact Info | (47 xxxxxxx |
| Websites |
| AUM* | 112,147,562 28% |
| of that, discretionary | 105,152,489 27% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 150,736 5% |
| % High Net Worth | 11.35% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- 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