WEALTH PLANNING SYSTEMS, LLC

WEALTH PLANNING SYSTEMS, LLC is an SEC-registered investment adviser (CRD 126390). Regulatory assets under management: $10.7M.

Registration

• CRD: 126390
• Type: Registered investment adviser
• Phone: 952-881-6081
• Latest filing: 2025-08-14
• Regulatory AUM: $10.7M
• Non-discretionary AUM: $10.7M
• Clients: 2
• Accounts: 88

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126390 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search