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WEALTH & BUSINESS PLANNING GROUP, LLC
CRD 146151
125 S. SWOOPE AVE, SUITE 109, MAITLAND, FL, 32751, United States
Phone
407-622-6669
Fax
407-599-9243
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
1 total employees; 1 advisory reps; 46 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsFURNISHES ADVICE ABOUT SECURITIES IN A MANNER NOT DESCRIBED ABOVE.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD