Pope Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,505,077
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
81
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
81
Very HighAverage account size
$944,507
About
Pope Wealth Management provides financial planning and portfolio management primarily for individual clients and also works with charitable organizations, offering services that include retirement planning and broader life planning. The firm additionally offers divorce financial services to assist divorcees and attorneys with asset division and spousal support; that service is billed hourly and is provided separate from its investment-advisory work.
The firm pairs portfolio management with personalized financial-planning conversations and documents ongoing professional development as the advisor pursues CFP coursework. It supplements one-on-one advice with educational seminars and workshops intended to improve client financial literacy and planning outcomes.
What distinguishes the firm from many peers is its engagement with charitable-organization clients and the maintenance of a separate, non‑advisory divorce consulting practice—both of which are less common among independent advisers. Regulatory disclosures indicate licensure and no reported disciplinary events, and the advisor’s prior firm mergers and reorganization history reflect experience managing business transitions.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Divorce financial planning
Fee options
Hourly rate charged for services related to Divorce Financial Services
Main office location
Pope Wealth Management
9040 Town Center Parkway
Lakewood Ranch FL 34202, United States
Number of offices
1
Most active in
Pope Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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