ORMOND BEACH, FLCRD 327660Latest ADV February 16, 2026
Plan To Prosper Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ormond Beach, FL. Its latest Form ADV filing, dated February 16, 2026, reports $234M in regulatory assets under management, 4 employees, and 651 accounts.
Assets Under Management
$234M
Employees
4
Offices
--
Total Clients
418
Primary office
ORMOND BEACH, FL
595 W. GRANADA BOULEVARD, SUITE K, ORMOND BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
339
2
HNWI
12.2%
51
3
Pension Plans
6.7%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of February 16, 2026
Discretionary85.9%
$201M
86% of total RAUM85.9%
Non-discretionary14.1%
$33M
14% of total RAUM14.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$234M
Total Accounts651
10Y AUM Change+$85M (+57.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee105:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.