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PLOOTUS

NEW HAVEN, CT · CRD 314583 · IAPD ↗ · pinterest.com · 4752092079

$0Regulatory AUM
1Advisory reps
4Employees
0Clients
More than 500Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
May 2024 — PLOOTUS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.