# WEALTH MANAGEMENT PLANNING

WEALTH MANAGEMENT PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 292048
- Type: SEC-registered investment adviser
- Phone: 781-422-7118
- Latest filing: 2025-02-20
- Regulatory AUM: $88K
- Discretionary AUM: $88K
- Clients: 1
- Accounts: 4

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292048/similar
- Related entities: https://search.stillhousedata.com/firm/292048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292048

---

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.