P&P Wealth Management LLC

Overview

P&P Wealth Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is owned by an individual and employs a fee structure based on a percentage of assets under management. While the firm does not engage in capital allocation or act as a pension consultant, it does function as an insurance broker. P&P Wealth Management LLC does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices