← Back to searchVisit website
WEALTH & TAX PLANNERS LLC
CRD 136450
3021 CITRUS CIRCLE, SUITE 200, WALNUT CREEK, CA, 94598, United States
Phone
925-938-4300
Fax
925-395-4580
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$55.0M
Team
3 total employees; 2 advisory reps; 50 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINSURANCE PLANNING SELECTION AND PURCHASE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $30.0M |
| High net worth individuals | 100 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD