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Pelican Financial Planning and Wealth, PLLC
Pelican Financial Planning and Wealth, PLLC is an SEC-registered investment adviser in Jupiter, FL. The firm manages approximately $26 million in regulatory...
Pelican Financial Planning and Wealth, PLLC
Pelican Financial Planning and Wealth, PLLC is an SEC-registered investment adviser in Jupiter, FL. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What is Pelican Financial Planning and Wealth, PLLC?
Pelican Financial Planning and Wealth, PLLC is a multi family office based in United States.
Where is Pelican Financial Planning and Wealth, PLLC headquartered?
Pelican Financial Planning and Wealth, PLLC is headquartered in United States, in the North America region.
What does Altss track for Pelican Financial Planning and Wealth, PLLC?
Altss maintains an OSINT-verified profile of Pelican Financial Planning and Wealth, PLLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Pelican Financial Planning and Wealth, PLLC?
Pelican Financial Planning and Wealth, PLLC is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Pelican Financial Planning and Wealth, PLLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Pelican Financial Planning and Wealth, PLLC's Altss profile last updated?
Pelican Financial Planning and Wealth, PLLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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