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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith horizonCrest
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
About Mullooly Wealth Planning LLC
Mullooly Wealth Planning is a boutique firm in Lake Wylie, SC serving the greater Charlotte area with personalized financial planning for retirees and entrepreneurs. The practice covers retirement, tax reduction strategies, debt management, insurance, education and estate planning, alongside investment management informed by evidence-based insights, risk management and asset allocation using ETFs and mutual funds. Client portal is hosted on RightCapital; custody via Charles Schwab.
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Owner & Executives
STEVEN MICHAEL MULLOOLY
Owner
- CRD
- #1868602
- Ownership
- 50% but less than 75%
Karin J Bock-Mullooly
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,011,103 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,011,103 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,011,103
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $73,443,873 | 22.9% |
| Public Funds | $63,822,405 | 19.9% |
| Corporate - Investment Grade | $85,631,066 | 26.7% |
| Cash | $97,818,259 | 30.5% |
| Total | $320,715,603 | 100.0% |