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DISCOVERY WEALTH PLANNING LLC
CRD 321055
111 CHURCH ST NW, SUITE 201, VIENNA, VA, 22180, United States
Phone
703-281-3735
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.2M
Discretionary AUM
$34.2M
Team
1 total employees; 1 advisory reps; 38 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $34.2M |
All web addresses on file
Official SEC filing: View on IAPD