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THE WEALTHPLAN LLC
CRD 306820 · SEC 801-130235
60 CUTTER MILL ROAD, SUITE 100-G, GREAT NECK, NY, 11021, United States
Phone
516-400-7111
Fax
516-400-2411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$87.5M
Discretionary AUM
$84.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $29.3M |
| High net worth individuals | 37 | $58.2M |
States served
NJ, NY, TX, FL
All web addresses on file
- https://www.thewealthplan.com
- https://www.linkedin.com/in/davidwarshawwp/
- https://www.youtube.com/@thewealthplanllc
- https://www.instagram.com/dewwealthplan/
- https://www.tiktok.com/@thewealthplanllc
- https://www.facebook.com/The-WealthPlan-LLC-102204104864642
- https://www.facebook.com/davidwarshaw
- http://www.indyfin.com
- http://www.wealthtender.com
Official SEC filing: View on IAPD