FLP Wealth Management, LLC
FLP Wealth Management, LLC (also doing business as Family Legacy Planning and F.W Miller Financial) is a SEC-registered investment adviser headquartered in Dallas, Texas. The firm provides investment advisory services including asset management and financial planning, primarily serving retail clients and retirement plans. Founded in 2021, FLP partners with sub-advisers and utilizes platforms from providers such as AE Wealth Management, delivering customized asset management, retirement planning, and investment selection services. As of December 2023, they manage assets for over $112 million USD across both discretionary and non-discretionary accounts. FLP typically advises individuals and plan sponsors seeking tailored financial strategies.
Investment Strategy
FLP Wealth Management delivers investment advisory services, primarily through discretionary and non-discretionary asset management for individuals and retirement plan sponsors. Using platforms such as AE Wealth Management, they construct mutual fund, separate account, and unified managed account portfolios developed internally and by third-party model managers. FLP offers continuous investment advice, performing suitability analyses, monitoring investment options, and recommending strategies consistent with clients' investment policy statements. The firm frequently acts with discretionary authority over retirement plan assets, managing investment selection, monitoring, and periodic performance reporting.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 12.28% | $4.4M | 2,783 | $89.86 | $103.06 | +$245.9K |
S SIVR | ABRDN SILVER ETF TRUST | 6.00% | $2.2M | 178 | $27.57 | $44.48 | +$488.9K |
P PHYS | SPROTT ASSET MANAGEMENT LP | 4.90% | $1.8M | 118 | $20.73 | $29.62 | +$254.0K |
M MUB | ISHARES TR | 4.60% | $1.7M | 6,389 | $106.17 | $106.49 | -$206.4K |
I IEF | ISHARES TR | 4.46% | $1.6M | 1,833 | $93.29 | $96.46 | -$49.9K |