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WEALTH PLANNING ADVISORS LLC

CRD 327765

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$46.2M

Discretionary AUM

$45.3M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals101$23.0M
High net worth individuals11$18.5M
Pension/profit sharing plans2$4.7M

All web addresses on file

Official SEC filing: View on IAPD