Key facts
- PLAN2THRIVE FINANCIAL is a other based in ELDRIDGE, IA.
- PLAN2THRIVE FINANCIAL reports $219K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 317005- Regulatory AUM
- $219K
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- ELDRIDGE, IA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PLAN2THRIVE FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PLAN2THRIVE FINANCIAL are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PLAN2THRIVE FINANCIAL's AUM?
- PLAN2THRIVE FINANCIAL manages approximately $219K in assets.