WEALTH & BUSINESS PLANNING GROUP, LLC

WEALTH & BUSINESS PLANNING GROUP, LLC of MAITLAND, FL is an SEC-registered investment adviser (CRD 146151). Regulatory assets under management: $6.0M.

Registration

• CRD: 146151
• Type: Registered investment adviser
• Location: 125 S. SWOOPE AVE, MAITLAND, FL, 32751
• Phone: 407-622-6669
• Latest filing: 2026-03-27
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 146151 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search