Investment adviser · CRD 291708

WEALTH PLANNING GROUP

Investment adviser filing (IA)

WPG ADVISERS, LLC

BALTIMORE, MD, United States · Form ADV filed Mar 28, 2026

Regulatory AUM
$361M
Form ADV · Item 5.F
Client accounts
1,277
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals80$197,806,15954.8%
Individuals300$81,436,17622.6%
Retirement plans19$76,820,77321.3%
Corporations & businessesFewer than 5$2,490,4360.7%
CharitiesFewer than 5$2,322,5600.6%
Filing source

Form ADV 2086047 · Mar 28, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

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

ZEBRA MUNICIPAL BOND ARBITRAGE FUND, LPPrivate Equity Fund · Last reported Mar 28, 2026$1.98KGross asset value
Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian WINTRUST BANK, N.A. ROSEMONT, Illinois, United States Related to adviser: No
Prime broker STONEX FINANCIAL INC. WINTER PARK, Florida, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

STONEX FINANCIAL INC.
CRD 45993 · SEC 8-51269

Fund details & source
Fund ID
805-4503261334
Reported beneficial owners
10
Minimum commitment
$100K

Form ADV 2086047 · Mar 28, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3600 O'DONNELL STREET, SUITE 860
BALTIMORE, MD, 21224, United States

CRD 291708

Filing source

Form ADV 2086047 · Mar 28, 2026 · 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.