| Name | Title | Ownership | Since |
|---|---|---|---|
| Isaac Ellsworth Halls | Vice-President, Sales/Director | 10-25% | 2021 |
| Joel Robert Hooper | Secretary | 10-25% | 2023 |
| John Robert Hooper Control | President/Chief Compliance Officer/Cfo/Director | Over 75% | 1993 |
Plan Life & Wealth Management, Inc. reports $180.8 million in regulatory assets under management on its Form ADV.
Plan Life & Wealth Management, Inc. reports 6 employees.
Plan Life & Wealth Management, Inc. is based in Fresno, CA and has been SEC-registered since 2018.
Plan Life & Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 |
| Phone | 559-433-1110 |
| Fax | 559-433-1102 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $180.3M |
| Non-discretionary | $525K |
| Total (RAUM) | $180.8M |