# WEALTH PLANNING AND DESIGN LLC

WEALTH PLANNING AND DESIGN LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 281982
- Type: SEC-registered investment adviser
- SEC file number: 801-106914
- Location: 6230 UNIVERSITY PARKWAY, SUITE 305, SARASOTA, FL, 34240
- Phone: 941-361-1484
- Latest filing: 2024-03-29
- Clients: 2

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| RAMETTA JONI | CCO; CHIEF COMPLIANCE OFFICER. MANAGER; MANAGER (+1 more) | — |
| CLARK MARK RAY | CHIEF COMPLIANCE OFFICER; MANAGER; MANAGING MEMBER | — |
| LEETZOW LEONARD ERMOND | MANAGER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281982/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281982/similar
- Related entities: https://search.stillhousedata.com/firm/281982/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281982

---

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.