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WP ASSET MANAGEMENT
WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034 · SEC 801-125014
302 US-202, BEDMINSTER, NJ, 07921, United States
Phone
908-719-8800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.3M
Discretionary AUM
$102.2M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 177 | $99.1M |
| Pension/profit sharing plans | 17 | $6.6M |
| Charitable organizations | 15 | $2.6M |
| Other investment advisers | 15 | $13.0M |
States served
CA, NJ, NY, WA, TX
Official SEC filing: View on IAPD