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WEALTHPLANS, LLC
CRD 311560 · SEC 801-119949
5970 FREDERICK CROSSING LANE, SUITE 201, FREDERICK, MD, 21704, United States
Phone
301-695-2800
Fax
301-695-2801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.6M
Discretionary AUM
$219.6M
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $33.1M |
| High net worth individuals | 70 | $177.0M |
| Corporations/business entities | 5 | $4.9M |
States served
LA, MD, VA, TX, FL
Official SEC filing: View on IAPD