WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
Doing business as WP ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$121,304,027
Discretionary
$102,159,215
Non-discretionary
$19,144,812
Firm details
- CRD number
- 279034
- SEC file number
- 801-125014
- Main office
- BEDMINSTER, NJ, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.