# ASSET PLANNING SERVICES LTD.

ASSET PLANNING SERVICES LTD. of HARLEYSVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105727
- Type: SEC-registered investment adviser
- SEC file number: 801-30830
- Location: 162 MAIN STREET, HARLEYSVILLE, PA, 19438
- Phone: 215-256-4600
- Latest filing: 2021-05-28
- Regulatory AUM: $815.6M
- Discretionary AUM: $811.2M
- Non-discretionary AUM: $4.4M
- Clients: 18
- Accounts: 1,255

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| CLARK JEAN MARIE | EXECUTIVE VICE PRESIDENT; EXEC VP, CHIEF COMPLIANCE OFFICER | — |
| MORRIS CURTIS W | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| VOLPE RICHARD JOHN | CHIEF COMPLIANCE OFFICER (5/2021); PRESIDENT/FOUNDER; BOARD OF DIRECTORS; PRESIDENT/FOUNDER; PRESIDENT/FOUNDER; BOARD OF DIRECTORS (+2 more) | — |
| ROBERTS SEAN MARK | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; BOARD OF DIRECTORS; VICE PRES. INVESTMENT ADV | — |
| HALVORSEN MICHAEL ALAN | FORMER EMPLOYEE; SR. VICE PRESIDENT; VICE PRES. CORP.SERVICES | — |
| LINDBLOM MELISSA | CHILD OF RICHARD VOLPE | — |
| VOLPE MATTHEW | CHILD OF RICHARD VOLPE | — |
| VOLPE MICHELLE | CHILD OF RICHARD VOLPE | — |
| VOLPE MEGAN | CHILD OF RICHARD VOLPE | — |
| VOLPE MELISSA | CHILD OF RICHARD VOLPE | — |
| RHODES MICHELLE | CHILD OF RICHARD VOLPE | — |
| LANDIS BETHANY JILL | SENIOR FINANCIAL PLANNER, DIRECTOR OF CLIENTS SERVICES; BOARD OF DIRECTORS | — |
| ESQUIRELL DANIEL JAMES | SENIOR FINANCIAL PLANNER, DIRECTOR OF FINANCIAL PLANNING AND INVESTMENT ADVISORY; BOARD OF DIRECTORS | — |
| HEWITT MICHELE LYN | DIRECTOR, TAX PLANNING AND PREPERATION | — |
| BLACKNEY KATHERINE VERONICA | DIRECTOR, ESTATE AND CHARITABLE PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105727/similar
- Related entities: https://search.stillhousedata.com/firm/105727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105727

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.