WPG ADVISERS, LLC
Doing business as WEALTH PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$360,876,104
Discretionary
$284,954,448
Non-discretionary
$75,921,656
Firm details
- CRD number
- 291708
- SEC file number
- 801-114047
- Main office
- BALTIMORE, MD, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.