# ALERE PLANNING LLC

ALERE PLANNING LLC of TOWSON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 286121
- Type: SEC-registered investment adviser
- SEC file number: 801-120912
- Location: 110 WEST ROAD, SUITE 200, TOWSON, MD, 21204
- Phone: 410-252-0088
- Latest filing: 2026-02-17
- Regulatory AUM: $208.0M
- Discretionary AUM: $207.8M
- Non-discretionary AUM: $254K
- Clients: 3
- Accounts: 513

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William James Weglein | MANAGING MEMBER/CCO | — |
| WEGLEIN WILLIAM JAMES | MANAGING MEMBER/CCO | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PLANO | TX | 1 | 410-252-0088 |
| TIMONIUM | MD | 1 | 410-252-0088 |
| PLANO | TX | 1 | 410-252-0088 |
| TIMONIUM | MD | 1 | 410-252-0088 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286121/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286121/similar
- Related entities: https://search.stillhousedata.com/firm/286121/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286121

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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.