CAPITAL PLANNING WEALTH MANAGEMENT

CAPITAL PLANNING WEALTH MANAGEMENT of CENTER VALLEY, PA is an SEC-registered investment adviser (CRD 144212).

Registration

• CRD: 144212
• Type: Registered investment adviser
• Location: 4505 SAUCON CREEK RD., CENTER VALLEY, PA, 18034
• Phone: 610-871-3500
• Latest filing: 2026-03-03
• Clients: 10

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144212 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search