Make the Memory Financial Planning, LLC
● SEC registered since 2024CRD 331666SEC# 801-130457
Reg. AUM
$8.8M
Employees
2
Accounts
161
Location
—
Make the Memory Financial Planning, LLC assets under management
Make the Memory Financial Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $8.8 million in regulatory assets under management and employs 2 people.
Make the Memory Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Alan Vlastuin Control | Managing Member | 50-75% | 2024 |
| Matthew Dowd Hale Control | Managing Member, Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Make the Memory Financial Planning, LLC manage?
Make the Memory Financial Planning, LLC reports $8.8 million in regulatory assets under management on its Form ADV.
How many employees does Make the Memory Financial Planning, LLC have?
Make the Memory Financial Planning, LLC reports 2 employees.
Does Make the Memory Financial Planning, LLC disclose fund performance?
Make the Memory Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 423-218-2822 |
| Office hours | 9:30 - 4:30 |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$8.8M▲ 1123%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$8.8Mregulatory AUM
Discretionary $8.8M