← Back to searchVisit website
POPE WEALTH MANAGEMENT
POPE FINANCIAL PLANNING, LLC
CRD 310296
9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, 34202, United States
Phone
941-800-5955
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.7M
Discretionary AUM
$76.7M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $20.0M |
| High net worth individuals | 31 | $56.5M |
| Charitable organizations | 1 | $177K |
All web addresses on file
Official SEC filing: View on IAPD