Pearl Planning, LLC
● SEC registered since 2025CRD 336568SEC# 801-132904Dexter, MI
Reg. AUM
$329.2M
Employees
7
Accounts
949
Location
Dexter, MI
Pearl Planning, LLC assets under management
Pearl Planning, LLC is an SEC-registered investment adviser based in Dexter, MI. The firm has been registered since 2025. It reports $329.2 million in regulatory assets under management and employs 7 people.
Pearl Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Melissa Nicole Joy Control | President And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Pearl Planning, LLC manage?
Pearl Planning, LLC reports $329.2 million in regulatory assets under management on its Form ADV.
How many employees does Pearl Planning, LLC have?
Pearl Planning, LLC reports 7 employees.
Where is Pearl Planning, LLC located?
Pearl Planning, LLC is based in Dexter, MI and has been SEC-registered since 2025.
Does Pearl Planning, LLC disclose fund performance?
Pearl Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8031 Main Street, Suite 201, Dexter, MI 48130 |
| Phone | 734.274.6744 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$329.2M▲ 5%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$329.2Mregulatory AUM
Discretionary $329.2M