UNDER PAR PLANNING LLC
CRD 306930
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$33.0M
Discretionary AUM
$33.0M
Team
2 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
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- SEC IAPD →
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- FINRA BrokerCheck →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $21.9M |
| High net worth individuals | 10 | $11.1M |
All web addresses on file
- https://www.youtube.com/channel/UC1pOdSfMQ0mXjilZZWANR-g
- https://www.linkedin.com/in/jeff-wolniewicz/#
- https://twitter.com/jeffwolniewicz
- https://twitter.com/underparplan
- https://www.instagram.com/underparplan/
- http://www.facebook.com/underparplanning
- https://www.linkedin.com/company/underparplanning
- https://underparplanning.com
Official SEC filing: View on IAPD