# DISCOVERY WEALTH PLANNING LLC

DISCOVERY WEALTH PLANNING LLC of VIENNA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 321055
- Type: SEC-registered investment adviser
- Location: 111 CHURCH ST NW, VIENNA, VA, 22180
- Phone: 703-281-3735
- Latest filing: 2026-07-07
- Regulatory AUM: $34.2M
- Discretionary AUM: $34.2M
- Clients: 1
- Accounts: 40

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321055/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321055/similar
- Related entities: https://search.stillhousedata.com/firm/321055/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321055

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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.