# UNITED WEALTH PLANNING, LLC

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

## Registration

- CRD: 238787
- Type: SEC-registered investment adviser
- SEC file number: 801-106716
- 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)

| Name | Role | Location |
| --- | --- | --- |
| [BELLER KATHRYN PAYNE](https://search.stillhousedata.com/person/743807) | CHIEF COMPLIANCE OFFICER | — |
| [DELORENZO LEE](https://search.stillhousedata.com/person/751842) | PRESIDENT AND MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/238787/brochure
- Similar advisers: https://search.stillhousedata.com/firm/238787/similar
- Related entities: https://search.stillhousedata.com/firm/238787/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/238787

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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.