P&L Family Wealth

Overview

P&L Family Wealth is an LLC based in California that presents itself as a capital allocator and adviser focused on individual and small-business clients. The firm is registered with the SEC (registered year: Unknown). Ownership is listed as individual, and its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include both a percentage of assets under management and fixed fees. FINTRX flags the firm as not actively pursuing ESG investing and not operating as a multi-state adviser; it is also not identified as a pension consultant or related adviser. The firm maintains an industry affiliation with accounting professionals.

Assets & Accounts

Location & Offices