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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Planning Corp
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| CRD # | 105369 |
| SEC # | 801-18378 |
| CIK # | |
| AUM | $518.2 M (2025-03-28) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 513-733-1750 |
| Address | 8370 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 433 | 392.8 |
| (b) Individuals (high net worth individuals) | 15 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 33.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 518.2 |
| By Discretionary | ||
| Discretionary | 452 | 499.7 |
| Non-Discretionary | 2 | 18.5 |
| Total | 454 | 518.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 518.2 | |
| Total | 454 | 518.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richardson Capital Management LLC
✚
|
WI | 0.5 |
|
Innovative Wealth Building LLC
✚
|
MD | 0.5 |
|
Kennerman Associate Inc
✚
|
NY | 0.5 |
|
M Kraus & Company
✚
|
VT | 0.5 |
|
Benin Management Corp
✚
|
0.5 | |
|
Dagco Inc
✚
|
OH | 0.5 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.5 |
|
Wealth Science Advisors LLC
✚
|
GA | 0.5 |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.5 |
|
Meridian Financial Partners LLC
✚
|
VA | 0.5 |