Overview
Assets Under Management: $87 million
Headquarters: GREAT NECK, NY
High-Net-Worth Clients: 37
Average Client Assets: $1.6 million
Frequently Asked Questions
THE WEALTHPLAN LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306820), THE WEALTHPLAN LLC is subject to fiduciary duty under federal law.
THE WEALTHPLAN LLC is headquartered in GREAT NECK, NY.
THE WEALTHPLAN LLC serves 37 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, THE WEALTHPLAN LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE WEALTHPLAN LLC manages $87 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, THE WEALTHPLAN LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.50%
Average Client Assets: $1.6 million
Total Client Accounts: 356
Discretionary Accounts: 332
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 306820
Filing ID: 2051510
Last Filing Date: 2026-03-23 12:35:05