WEALTHPLANS, LLC
SEC Form ADV profile.
Total regulatory AUM
$219,586,872
Discretionary
$219,586,872
Non-discretionary
$0
Firm details
- CRD number
- 311560
- SEC file number
- 801-119949
- Main office
- FREDERICK, MD, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of September 2026.