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Flp Wealth Management, LLC

● SEC registered since 2024CRD 294277SEC# 801-130790Bentonville, AR
Export (members)
Reg. AUM
$135.6M
Employees
3
Accounts
713
Location
Bentonville, AR

Flp Wealth Management, LLC assets under management

Flp Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bentonville, AR. The firm has been registered since 2024. It reports $135.6 million in regulatory assets under management and employs 3 people.
www.flpwealth.comView on SEC.gov ↗

Flp Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Craig Welborn ControlManaging Member And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Flp Wealth Management, LLC manage?

Flp Wealth Management, LLC reports $135.6 million in regulatory assets under management on its Form ADV.

How many employees does Flp Wealth Management, LLC have?

Flp Wealth Management, LLC reports 3 employees.

Where is Flp Wealth Management, LLC located?

Flp Wealth Management, LLC is based in Bentonville, AR and has been SEC-registered since 2024.

Does Flp Wealth Management, LLC disclose fund performance?

Flp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1003 SE 14th St., Ste 15, Bentonville, AR 72712
Phone(479) 273-3040
Office hours9 a.m. - 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.1M
Non-discretionary$3.6M
Total (RAUM)$135.6M