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THE WEALTH PLANNING COMPANY

THE WEALTH PLANNING COMPANY, PLLC

CRD 341410

Visit website

2225 LEXINGTON ROAD, LOUISVILLE, KY, 40206, United States

Phone

(502)977-8610

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD