Investment adviser · CRD 152664

WEALTH PLANNING CONCEPTS, LLC

Investment adviser filing (IA)

ROCKVILLE, MD, United States · Form ADV filed Dec 16, 2011

Regulatory AUM
$54.3M
Form ADV · Item 5.F
Client accounts
542
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Dec 16, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

15245 SHADY GROVE RD, SUITE 355 SOUTH
ROCKVILLE, MD, 20850, United States

CRD 152664

Filing source

Form ADV 596823 · Dec 16, 2011 · 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.