VIRTUAL INVESTMENT PLANNING LLC

VIRTUAL INVESTMENT PLANNING LLC is an SEC-registered investment adviser (CRD 327136). Regulatory assets under management: $23.7M.

Registration

• CRD: 327136
• Type: Registered investment adviser
• Phone: (816) 490-0048
• Latest filing: 2026-07-24
• Regulatory AUM: $23.7M
• Discretionary AUM: $20.9M
• Non-discretionary AUM: $2.7M
• Clients: 2
• Accounts: 122

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 327136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search