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WG PLAN LLC
CRD 338296
7701 ELDORADO PKWY, STE 200, MCKINNEY, TX, 75070, United States
Phone
(214) 620-2055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$5.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; ANNUAL
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.0M |
| High net worth individuals | 4 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD