| Name | Title | Ownership | Since |
|---|---|---|---|
| Blackwater Ledger PLLC Control | Shareholder | 25-50% | 2021 |
| Jalha Apple PLLC Control | Shareholder | 50-75% | 2021 |
| Joseph Paul Applewhite | President/Chief Compliance Officer/Texas Designated Officer/Managing Member | Under 5% | 2013 |
Applewhite Financial Planning, PLLC reports $138.1 million in regulatory assets under management on its Form ADV.
Applewhite Financial Planning, PLLC reports 2 employees.
Applewhite Financial Planning, PLLC is based in Dallas, TX and has been SEC-registered since 2025.
Applewhite Financial Planning, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13355 Noel Rd, Suite 1100, Dallas, TX 75240 |
| Phone | 214-710-2498 |
| Fax | 855-893-9064 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $138.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $138.1M |