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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthplans LLC
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|---|---|
| CRD # | 311560 |
| SEC # | 801-119949 |
| CIK # | |
| AUM | $173.1 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 301-695-2800 |
| Address | 5970 Frederick Crossing Lane Frederick, MD 21704 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 34.7 |
| (b) Individuals (high net worth individuals) | 58 | 132.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 237 | 173.1 |
| By Discretionary | ||
| Discretionary | 237 | 173.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 237 | 173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.1 | |
| Total | 237 | 173.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HFH Planning Inc
✚
|
0.2 | |
|
Old Rock Asset Management LLC
✚
|
0.2 | |
|
Trueman Brown LLC
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IL | 0.2 |
|
Altamont Wealth Management Inc
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|
CA | 0.2 |
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
SFI Advisors LLC
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|
NJ | 0.2 |
|
Mangan Wealth Management Inc
✚
|
WA | 0.2 |
|
401K Generation
✚
|
FL | 0.2 |
|
Masus Financial Group Ltd
✚
|
IL | 0.2 |
|
Newday Funds Inc
✚
|
CT | 0.2 |