WEALTH PLANNING & MANAGEMENT, LLC

WEALTH PLANNING & MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 112533). Regulatory assets under management: $63.0M.

Registration

• CRD: 112533
• SEC file number: 801-60329
• Type: Registered investment adviser
• Phone: 317-228-0800
• Latest filing: 2012-04-19
• Regulatory AUM: $63.0M
• Discretionary AUM: $63.0M
• Clients: 1
• Accounts: 160

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 112533 on SEC IAPD (source of record)
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