WEALTH PLANNERS, LLC
WEALTH PLANNERS, LLC of BATON ROUGE, LA is an SEC-registered investment adviser (CRD 112355). Regulatory assets under management: $75.0M.
Registration
- CRD: 112355
- SEC file number: 801-60269
- Type: Registered investment adviser
- Location: 6230 PERKINS ROAD, SUITE B, BATON ROUGE, LA, 70808
- Phone: 225-757-8007
- Latest filing: 2010-10-01
- Regulatory AUM: $75.0M
- Discretionary AUM: $52.4M
- Non-discretionary AUM: $22.6M
- Clients: 1
- Accounts: 553
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DUPRE MARCEL JAMES | CIO CHIEF COMPLIANCE OFFICER; CIO & CHIEF COMPLIANCE OFFICER & MEMBER; MANAGING DIRECTOR (+2 more) | — |
| MESTAYER SUZANNE TRAPPEY | MEMBER | — |
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