No longer SEC-registered. Pelican Financial Planning and Wealth, PLLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
1
Accounts
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Location
Jupiter, FL
Pelican Financial Planning and Wealth, PLLC assets under management
Pelican Financial Planning and Wealth, PLLC operates as an SEC-registered investment adviser based in Jupiter, FL. It employs 1 people.
How many employees does Pelican Financial Planning and Wealth, PLLC have?
Pelican Financial Planning and Wealth, PLLC reports 1 employees.
Where is Pelican Financial Planning and Wealth, PLLC located?
Pelican Financial Planning and Wealth, PLLC is based in Jupiter, FL.
Does Pelican Financial Planning and Wealth, PLLC disclose fund performance?
Pelican Financial Planning and Wealth, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.