P
$600.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2011
- Office Locations
- 1
Office Locations
505 Salem Rd. Victoria TX
About P&p Wealth Management LLC
P&p Wealth Management LLC is a Victoria-based RIA. The firm has been operating for 14 years. Managing $600.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$600.0K AVG AUM / ADVISOR
$75.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
Tyre Post
Chief Compliance Officer, Managing Member
- CRD
- #4937178
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $600,000 | -- |
| Total | $600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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