PLAN LIFE & WEALTH MANAGEMENT, INC.
SEC file number 801-66970
· FRESNO, CA
https://planlifecare.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$81.6M
Discretionary AUM
$81.6M
Employees
—
Clients
300
Firm
- Address
- 1318 E SHAW AVE, STE 313
FRESNO, CA 93710-7912 - Phone
- —
- Website
- https://planlifecare.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
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