P&P WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- VICTORIA, Texas
- CRD number
- 158469
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.5%
- Individuals37.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1TYRE POST
PrincipalCRD 4937178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VICTORIA, TX
VICTORIA
Location
VICTORIA, TX
Headquartered in VICTORIA, TX, anchoring the Victoria-Port Lavaca, TX metro in the South.
- Metro area
- Victoria-Port Lavaca, TX
- Region
- South
- County
- VICTORIA
- Address
- 505 Salem Rd
- Time zone
- CT (UTC-6)
- Office locations
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