P&L Family Wealth

Overview

P&L Family Wealth is organized as a limited liability company and is classified in FINTRX as an unclassified adviser. The firm functions as a capital allocator and provides fee-based advisory services under both percentage-of-AUM and fixed-fee arrangements. Its stated advisory activities focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The profile indicates an industry affiliation with accounting professionals. FINTRX does not list an SEC registration year for the firm, and it is recorded as neither a multi-state adviser nor an active ESG investor.

Assets & Accounts

Location & Offices