Investment adviser · CRD 112533

WEALTH PLANNING & MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Apr 19, 2012

Regulatory AUM
$63M
Form ADV · Item 5.F
Client accounts
160
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: Apr 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 112533

Filing source

Form ADV 641897 · Apr 19, 2012 · 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.