WEALTH PLANNING GROUP, INC.

WEALTH PLANNING GROUP, INC. of VALENCIA, CA is an SEC-registered investment adviser (CRD 143222). Regulatory assets under management: $47.7M.

Registration

• CRD: 143222
• Type: Registered investment adviser
• Location: 25152 SPRINGFIELD COURT, VALENCIA, CA, 91355
• Phone: 661-259-5559
• Latest filing: 2026-03-20
• Regulatory AUM: $47.7M
• Discretionary AUM: $47.7M
• Clients: 2
• Accounts: 161

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search