WTF PLANNING

WTF PLANNING is an SEC-registered investment adviser (CRD 281522). Regulatory assets under management: $4.4M.

Registration

• CRD: 281522
• Type: Registered investment adviser
• Phone: 503-505-8575
• Latest filing: 2025-07-14
• Regulatory AUM: $4.4M
• Non-discretionary AUM: $4.4M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search