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Pearl Planning, LLC

● SEC registered since 2025CRD 336568SEC# 801-132904Dexter, MI
Export (members)
Reg. AUM
—
Employees
3
Accounts
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Location
Dexter, MI

Pearl Planning, LLC assets under management

Pearl Planning, LLC is an SEC-registered investment adviser based in Dexter, MI. The firm has been registered since 2025. It employs 3 people.
pearlplanning.comView on SEC.gov ↗

Pearl Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Melissa Nicole Joy ControlPresident And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How many employees does Pearl Planning, LLC have?

Pearl Planning, LLC reports 3 employees.

Where is Pearl Planning, LLC located?

Pearl Planning, LLC is based in Dexter, MI and has been SEC-registered since 2025.

Does Pearl Planning, LLC disclose fund performance?

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

Contact & registration

Address8031 Main Street, Suite 302, Dexter, MI 48130
Phone734.274.6744
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo