Overview
Assets Under Management: $156 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
WEALTHPLANS, 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 #311560), WEALTHPLANS, LLC is subject to fiduciary duty under federal law.
WEALTHPLANS, LLC is headquartered in FREDERICK, MD.
WEALTHPLANS, LLC serves 58 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, WEALTHPLANS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEALTHPLANS, LLC manages $156 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, WEALTHPLANS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 355
Discretionary Accounts: 355
Regulatory Filings
CRD Number: 311560
Last Filing Date: 2024-03-20 00:00:00
Website: https://wealthplansllc.com