Poplar Global Wealth Management LLC

Poplar Global Wealth Management LLC, established in 2012, offers a range of investment advisory services, including Wrap Comprehensive Portfolio Management and Pension Consulting. The firm is owned by Darrell Young, who serves as the Principal and Chief Compliance Officer. Clients must maintain a minimum account balance of $100,000 for the Wrap Comprehensive Portfolio Management service, which is tailored to individual investment objectives. The firm charges fees based on a percentage of assets under management, not exceeding 1.50%. Poplar Global Wealth Management does not charge performance-based fees and does not engage in commissionable securities sales within advisory accounts. The firm acts as a fiduciary, putting clients' interests first, and provides investment discretion for Wrap Comprehensive Portfolio Management clients. Investment strategies include long-term purchases, short-term purchases, trading, and short sales. The firm utilizes fundamental and technical analysis in its investment approach. Clients receive quarterly account reviews, and the firm does not accept proxy authority to vote client securities. Darrell Young, the principal, holds various professional designations, including CFP®, CIMA, and CPA. The firm has no material changes since its last annual update in March 2024 and has no disciplinary events to disclose. For more details, clients can refer to the SEC's website using CRD# 165532.