Pelican Financial Planning and Wealth, PLLC
CRD 335198SEC# 801-132351Jupiter, FL
No longer SEC-registered. Pelican Financial Planning and Wealth, PLLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
1
Accounts
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Location
Jupiter, FL
Pelican Financial Planning and Wealth, PLLC assets under management
Pelican Financial Planning and Wealth, PLLC operates as an SEC-registered investment adviser based in Jupiter, FL. It employs 1 people.
Pelican Financial Planning and Wealth, PLLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Genevieve Elizabeth George Control | Principal / Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How many employees does Pelican Financial Planning and Wealth, PLLC have?
Pelican Financial Planning and Wealth, PLLC reports 1 employees.
Where is Pelican Financial Planning and Wealth, PLLC located?
Pelican Financial Planning and Wealth, PLLC is based in Jupiter, FL.
Does Pelican Financial Planning and Wealth, PLLC disclose fund performance?
Pelican Financial Planning and Wealth, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Front Street, Suite 300, Jupiter, FL 33477 |
| Office hours | 9a.m. - 5p.m. Est |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers