Investment adviser · CRD 281982

WEALTH PLANNING AND DESIGN LLC

Investment adviser filing (IA)

SARASOTA, FL, United States · Form ADV filed Mar 29, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

6230 UNIVERSITY PARKWAY, SUITE 305
SARASOTA, FL, 34240, United States

CRD 281982

Filing source

Form ADV 1841148 · Mar 29, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.