WWA PLANNING & INVESTMENTS

WWA PLANNING & INVESTMENTS of COLUMBUS, IN is an SEC-registered investment adviser (CRD 281159). Regulatory assets under management: $105.7M.

Registration

• CRD: 281159
• Type: Registered investment adviser
• Location: 427 WASHINGTON ST, COLUMBUS, IN, 47201
• Phone: 812-379-1120
• Latest filing: 2026-03-31
• Regulatory AUM: $105.7M
• Discretionary AUM: $105.1M
• Non-discretionary AUM: $535K
• Clients: 4
• Accounts: 284

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281159 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search