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WEALTH PLANNING GROUP
WPG ADVISERS, LLC
CRD 291708 · SEC 801-114047
3600 O'DONNELL STREET, SUITE 860, BALTIMORE, MD, 21224, United States
Phone
410-522-2030
Fax
410-522-2031
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$360.9M
Discretionary AUM
$285.0M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 300 | $81.4M |
| High net worth individuals | 80 | $197.8M |
| Pension/profit sharing plans | 19 | $76.8M |
States served
GA, MD, NC, PA, VA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/steve-gessner-cfp-65878a5/
- http://www.linkedin.com/in/nicholasrumke
- https://www.linkedin.com/in/todd-paradise-cfp%C2%AE-0071b94/
- https://www.linkedin.com/in/patrick-bollinger-6b313583/
- https://www.linkedin.com/company/wpg-financial-group/
- https://www.facebook.com/WPGFinancial
- https://www.wpgfinancial.com
- https://wealthplanninggroup.com
Official SEC filing: View on IAPD