WEALTH PLANNING GROUP LLC

WEALTH PLANNING GROUP LLC of MINNETONKA, MN is an SEC-registered investment adviser (CRD 281902). Regulatory assets under management: $38.7M.

Registration

• CRD: 281902
• Type: Registered investment adviser
• Location: 12800 WHITEWATER DRIVE, MINNETONKA, MN, 55343
• Phone: 612-419-9956
• Latest filing: 2026-03-04
• Regulatory AUM: $38.7M
• Discretionary AUM: $38.7M
• Clients: 1
• Accounts: 83

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 281902 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search