UNITED WEALTH PLANNING, LLC

UNITED WEALTH PLANNING, LLC of GARDEN CITY, NY is an SEC-registered investment adviser (CRD 238787).

Registration

• CRD: 238787
• SEC file number: 801-106716
• Type: Registered investment adviser
• Location: 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530
• Phone: 516-222-0021
• Latest filing: 2020-06-26
• Clients: 3

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 238787 on SEC IAPD (source of record)
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