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P••••• W••••• M••••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

P••••• W••••• M••••••••• G••••

AMERICAN PLANNING SERVICES, INC., CRD 134854

SUN CITY CENTER, FL

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Search this name across graphsid dfx:ria:179e5f58-1cf5-59e8-30a3-4956e655d651

Data as of Nov 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 12
On other graphs: 0
Observed: Feb 29, 2012 to Nov 7, 2024
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $236MItem 5.F on the latest filing (2024-11-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $236M
Private client RAUM: $236MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••••• M•••••• J••	CHIEF COMPLIANCE OFFICER	Na	yes	04/2020	May 27, 2020	Nov 7, 2024
P•••••• R••••	President	Na	yes	09/1983	Mar 31, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••• I•••••••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$236M	$203M	15.9%	$201M	5.5%	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
O•••• W•••••• I•••	4	Jan 6, 2025	Jan 2, 2025	SUN CITY CENTER, FL	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (3)

← M•••••••• M•••••• J••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 27, 2020 to presentfactForm ADV
← P•••••• R••••OwnerPRESIDENT, ownership code NA, individual
Mar 31, 2021 to presentfactForm ADV
← P•••••• T•••••• A•••••OwnerCEO, ownership code E, individual
Feb 29, 2012 to presentfactForm ADV

Registered with (7)

← M••••• JAY M•••••••Advisorregistration: previous registration

Dated events

Occurred
Feb 3, 2025
Left the SEC roster
P••••• W••••• M••••••••• G•••• no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $235.6M)
Form ADVobserved 7 days ago
$236M
Occurred
Jan 6, 2025
Firm absorbed
P••••• W••••• M••••••••• G••••'s advisors moved to O•••• W•••••• I••• (Sun City Center, FL): 4 of 4 registered, on the same day
Form ADVobserved 7 days ago
4 advisors
Occurred
Jan 6, 2025
Advisor changed firm
Glenn Krcmaric left P••••• W••••• M••••••••• G•••• for O•••• W•••••• I••• (registered 2025-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:179e5f58-1cf5-59e8-30a3-4956e655d651
First observed: Feb 29, 2012
Last observed: Nov 7, 2024 22 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.