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- Custodian
- Betterment · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- CrestPrime vital
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
About Pope Wealth Planning, LLC
Pope Wealth Planning is a New York City-based wealth planning firm serving clients nationwide. Founded in 2020, it supports busy professionals, business owners, and those nearing retirement with financial planning and ongoing investment management, helping clients evaluate progress, plan for goals like retirement and college, and adjust portfolios as needed. Led by CFP Curtis Pope, with prior experience at Citi, Morgan Stanley, and Wealthsimple.
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Owner & Executives
CURTIS JAMES POPE II
Chief Compliance Officer, Owner
- CRD
- #5367975
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,700,000 | -- |
| Total | $45,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,889,727,682 | 37.9% |
| Equity - Exchange | $2,264,509,556 | 29.7% |
| Cash | $2,470,374,060 | 32.4% |
| Total | $7,624,611,298 | 100.0% |