WEALTH & TAX PLANNERS LLC

WEALTH & TAX PLANNERS LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 136450). Regulatory assets under management: $75.0M.

Registration

• CRD: 136450
• Type: Registered investment adviser
• Location: 3021 CITRUS CIRCLE, WALNUT CREEK, CA, 94598
• Phone: 925-938-4300
• Latest filing: 2026-01-09
• Regulatory AUM: $75.0M
• Discretionary AUM: $55.0M
• Non-discretionary AUM: $20.0M
• Clients: 3
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search