# WEALTH PLANNING CONCEPTS, LLC

WEALTH PLANNING CONCEPTS, LLC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 152664
- Type: SEC-registered investment adviser
- SEC file number: 801-70997
- Location: 15245 SHADY GROVE RD, SUITE 355 SOUTH, ROCKVILLE, MD, 20850
- Phone: 240-386-8413
- Latest filing: 2011-12-16
- Regulatory AUM: $54.3M
- Discretionary AUM: $32.3M
- Non-discretionary AUM: $22.0M
- Clients: 1
- Accounts: 542

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [ZUKERGOOD MATTHEW RICHARD](https://search.stillhousedata.com/person/770708) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152664/similar
- Related entities: https://search.stillhousedata.com/firm/152664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152664

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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.