SOUTH COUNTY WEALTH PLANNING

SOUTH COUNTY WEALTH PLANNING is an SEC-registered investment adviser (CRD 323650). Regulatory assets under management: $19.4M.

Registration

• CRD: 323650
• Type: Registered investment adviser
• Phone: 401-360-4151
• Latest filing: 2026-03-30
• Regulatory AUM: $19.4M
• Discretionary AUM: $19.4M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323650 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search