|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Planning Asset Management Limited Liability Company
✚
|
|
|---|---|
| CRD # | 279034 |
| SEC # | 801-125014 |
| CIK # | |
| AUM | $115.3 M (2025-05-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-719-8800 |
| Address | 302 Us202 Bedminster, NJ 07921 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 79.9 |
| (b) Individuals (high net worth individuals) | 44 | 3.7 |
| (c) Banking or thrift institutions | 47 | 10.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 21.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 494 | 115.3 |
| By Discretionary | ||
| Discretionary | 471 | 101.1 |
| Non-Discretionary | 23 | 14.2 |
| Total | 494 | 115.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 113.0 | |
| Total | 494 | 115.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Champion Advisors LLC
✚
|
TX | 0.1 |
|
Loyd Financial Management Inc
✚
|
CO | 0.1 |
|
Alpine Hill Advisors LLC
✚
|
CT | 0.1 |
|
Toberman Becker Wealth LLC
✚
|
MO | 0.1 |
|
Panorama Wealth Advisors
✚
|
CO | 0.1 |
|
Allaria Asset Management LLC
✚
|
FL | 0.1 |
|
Wiser Advisor Group LLC
✚
|
0.1 | |
|
Omicron Advisors LLC
✚
|
PA | 0.1 |
|
Bassett Hargrove Investment Counsel LLC
✚
|
PA | 0.1 |