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WEALTH PLANNING GROUP LLC
CRD 281902
12800 WHITEWATER DRIVE, SUITE 100, MINNETONKA, MN, 55343, United States
Phone
612-419-9956
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.7M
Discretionary AUM
$38.7M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $38.7M |
All web addresses on file
Official SEC filing: View on IAPD