|
⚲
|
| Keyboard |
| Wealth Planning Asset Management Limited Liability Company
✚
|
|
|---|---|
| CRD # | 279034 |
| SEC # | 801-125014 |
| CIK # | |
| AUM | 121.3 M (2026-06-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-719-8800 |
| Address | 302 Us202 Bedminster, NJ 07921 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 177 | 99.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 6.6 |
| (h) Charitable organizations | 15 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 15 | 13.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 121.3 |
| By Discretionary | ||
| Discretionary | 16 | 102.2 |
| Non-Discretionary | 208 | 19.1 |
| Total | 224 | 121.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.3 | |
| Total | 224 | 121.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cypress Capital Management LLC
✚
|
WY | 121.7 M |
|
New Wave Financial Services LLC
✚
|
121.6 M | |
|
Wealth Script Advisors LLC
✚
|
CA | 121.4 M |
|
Connective Portfolio Management LLC
✚
|
NY | 121.3 M |
|
Strickland Davis Advisors LLC
✚
|
GA | 121.3 M |
|
4Sight Wealth Advisors LLC
✚
|
IL | 121.2 M |
|
Arrow Wealth Advisors Inc
✚
|
CA | 121.2 M |
|
Genesis Advisors LLC
✚
|
IN | 121.2 M |
|
Gudorf Financial Group LLC
✚
|
OH | 121.1 M |
|
Symmetry Wealth Management LLC
✚
|
IL | 120.9 M |