Applewhite Financial Planning, PLLC
● SEC registered since 2025CRD 169799SEC# 801-134467Dallas, TX
Reg. AUM
$153.1M
Employees
2
Accounts
740
Location
Dallas, TX
Applewhite Financial Planning, PLLC assets under management
Applewhite Financial Planning, PLLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2025. It reports $153.1 million in regulatory assets under management and employs 2 people.
Applewhite Financial Planning, PLLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blackwater Ledger PLLC Control | Shareholder | 25-50% | 2021 |
| Jalha Apple PLLC Control | Shareholder | 50-75% | 2021 |
| Joseph Paul Applewhite | President/Chief Compliance Officer/Managing Member | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Applewhite Financial Planning, PLLC manage?
Applewhite Financial Planning, PLLC reports $153.1 million in regulatory assets under management on its Form ADV.
How many employees does Applewhite Financial Planning, PLLC have?
Applewhite Financial Planning, PLLC reports 2 employees.
Where is Applewhite Financial Planning, PLLC located?
Applewhite Financial Planning, PLLC is based in Dallas, TX and has been SEC-registered since 2025.
Does Applewhite Financial Planning, PLLC disclose fund performance?
Applewhite Financial Planning, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13355 Noel Rd, Suite 1100, Dallas, TX 75240 |
| Phone | 214-710-2498 |
| Fax | 855-893-9064 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.1M▲ 11%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$153.1Mregulatory AUM
Discretionary $153.1M