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Building 2PLAN TO PROSPER WEALTH MANAGEMENT

Map pinORMOND BEACH, FL
Phone386-271-2127
NotebookSEC #801-131973
Total AUM
$234.3M
Employees
4
Clients
418

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV-W is a regulatory withdrawal filing.

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