THE WEALTHPLAN LLC
SEC Form ADV profile.
Total regulatory AUM
$87,476,559
Discretionary
$84,085,594
Non-discretionary
$3,390,965
Firm details
- CRD number
- 306820
- SEC file number
- 801-130235
- Main office
- GREAT NECK, NY, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://www.thewealthplan.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.