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P&P WEALTH MANAGEMENT LLC
CRD 158469
505 SALEM RD., VICTORIA, TX, 77904, United States
Phone
361-572-4703
Fax
361-572-0705
Registration
— (—)
Source
State registered
Total AUM
$600K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2023-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $225K |
| High net worth individuals | 1 | $375K |
All web addresses on file
Official SEC filing: View on IAPD