SP WEALTH PLANNING

SP WEALTH PLANNING is an SEC-registered investment adviser (CRD 323658). Regulatory assets under management: $5.5M.

Registration

• CRD: 323658
• Type: Registered investment adviser
• Phone: 215-605-8625
• Latest filing: 2026-02-26
• Regulatory AUM: $5.5M
• Non-discretionary AUM: $5.5M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search