Pope Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,505,077
Clients
81
Advisors
1
of 1 employees
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
Expertise
Fee options
Hourly rate charged for services related to Divorce Financial Services
Main office
9040 Town Center Parkway
Lakewood Ranch FL 34202
Advisors at this office
1
Most active in
Florida
Also doing business as
Mulligan Financial Group · Pope Financial Planning, LLC · Pope Financial Planning, LLC Dba Mulligan Financial Group · Pope Financial Planning, LLC Dba Pope Wealth Management · Pope Wealth Management · Smart Investor · Smart Investor, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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