Pope Wealth Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328014
- Website
- www.financialadvisor.nyc
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.84%
- Individuals11.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pope Wealth Planning, LLC is an independent, New York–based limited liability company that advises individual and family clients. The firm is owned by an individual and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities16%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Curtis Pope
FounderCRD 5367975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Elliot Investment Management, LLC
RIAGlacier Investment Management
RIAKalispell, MT
Oppoquest
RIAWealth Transitions, LLC
RIAWealthstone Private Wealth Management, LLC
RIAScottsdale, AZ