DISCOVERY WEALTH PLANNING LLC

DISCOVERY WEALTH PLANNING LLC of VIENNA, VA is an SEC-registered investment adviser (CRD 321055). Regulatory assets under management: $34.2M.

Registration

• CRD: 321055
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search