FAMILY LEGACY PLANNING

Legal name: FLP WEALTH MANAGEMENT, LLC

CRD 294277File 801-130790

APPROVED

Retail clients

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$169.1M

Bottom 25% of cohort (national)

Discretionary AUM

$166.4M

Non-discretionary $2.7M

Clients

341

836 accounts

Employees

Below cohort median in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jul 29, 2024
Principal office: 1003 SE 14TH ST., STE 15, BENTONVILLE, AR, 72712
Phone: (479) 273-3040
Website: HTTP://WWW.FLPWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $169.1M
Discretionary AUM: $166.4M
Non-discretionary AUM: $2.7M
Discretionary accounts: 813
Non-discretionary accounts: 23
Total accounts: 836
AUM per client: $496K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$534K
High net worth individuals	33	$67.8M
Pension and profit sharing plans	13	$7.0M
Individuals (other than high net worth individuals)	294	$93.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.