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WEALTH PLANNING GROUP, INC.
CRD 143222
25152 SPRINGFIELD COURT, SUITE 345, VALENCIA, CA, 91355, United States
Phone
661-259-5559
Fax
661-259-4449
Registration
— (—)
Source
State registered
Total AUM
$47.7M
Discretionary AUM
$47.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $27.8M |
| High net worth individuals | 1 | $12.3M |
| Pension/profit sharing plans | 5 | $7.6M |
All web addresses on file
Official SEC filing: View on IAPD