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Planning Associates Wealth Management, LLC

Planning Associates Wealth Management, LLC. CRD 305339

Planning Associates Wealth Management, LLC logo

CRD: 305339

Planning Associates Wealth Management, LLC

Metairie, LA, 70002
5042911525
planning-associates.com
$72.3M Total AUM
$68.5M Disc. AUM
-- 3Y CAGR
3 Employees
89 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Charles Schwab & Company · JP Morgan
Clients
Retail
Platforms
FusionHarbor vector
Established Date
09-06-2019
Office Locations
2

Office Locations

3501 North Causeway Boulevard Suite 104 Metairie LA
-- Pearland TX

About Planning Associates Wealth Management, LLC

Planning Associates Wealth Management is a fee-only, fiduciary RIA providing investment management and financial planning for individuals, families, and businesses. Portfolios may be managed discretionary or non-discretionary using ETFs, mutual funds, stocks, and bonds, including U.S. government securities, aligned to client risk and goals. The team brings 35+ years’ experience and top credentials (CFA/CFP/CIMA/CLU) and builds plans in MoneyGuide Pro; custody includes Schwab.

Team overview

66 AVG AGE
$24.1M AVG AUM / ADVISOR
$812.5K AVG AUM / CLIENT
6.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Signal Harbor

Client Personas

Insight pathway

Custodian

Capital

Investment Themes

Signal focus Fusion peak Frontier prime

Investment Vehicles

Atlas horizon Wave

Platform

Ember

Services

Signal crest Harbor pioneer Unison Legacy Prime matrix Wave prime Matrix zenith Prime ember Pathway optima Value focus Peak matrix Unison foundation

Technology

Element Value

Owner & Executives

R

RALPH CARROLL FREIBERT III

Chief Compliance Officer, Managing Member, President

CRD
#1701784
Ownership
75% or more
(700) 250-9069
legacy.ember@frontiercapital.com
in linkedin.com/in/foundation-focus

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Contacts

R

ROBERT LEWIS HEINTZ

--

CRD
#1647825
(744) 394-6883
horizon.focus@momentumcapital.com
in linkedin.com/in/signal-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-30-2020
Category Assets AVG. Account size
Discretionary $68,464,646 $310,705
Non-Discretionary $3,846,213 $427,262
Total $72,310,859 $316,145

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Separately Managed Accounts

Total SMA Asset: $72,310,859

$72.3M Total SMA
Public Funds:
25.5%
Cash:
11.9%
U.S. Government/Agency:
13.8%
Other:
24.2%
Equity - Exchange:
24.6%
Asset class Assets Assets %
Public Funds $217,927,559 25.5%
Cash $101,699,527 11.9%
U.S. Government/Agency $117,937,267 13.8%
Other $206,817,526 24.2%
Equity - Exchange $210,235,998 24.6%
Total $854,617,877 100.0%

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