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WROUGHT FINANCIAL PLANNING
WROUGHT ADVISORS LLC
CRD 314597
35 KINGS HIGHWAY EAST, SUITE 105B, HADDONFIELD, NJ, 08033, United States
Phone
8562499980
Fax
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Registration
— (—)
Source
State registered
Total AUM
$44.2M
Discretionary AUM
$44.2M
Team
2 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $11.0M |
| High net worth individuals | 19 | $33.3M |
All web addresses on file
Official SEC filing: View on IAPD