# CAPITAL PLANNING WEALTH MANAGEMENT

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

## Registration

- CRD: 144212
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144212/similar
- Related entities: https://search.stillhousedata.com/firm/144212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144212

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.