WESTWARD PLANNING GROUP

WESTWARD PLANNING GROUP is an SEC-registered investment adviser (CRD 301666). Regulatory assets under management: $11.1M.

Registration

• CRD: 301666
• Type: Registered investment adviser
• Phone: 610-529-2211
• Latest filing: 2026-03-25
• Regulatory AUM: $11.1M
• Discretionary AUM: $11.1M
• Clients: 1
• Accounts: 33

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search