WEALTH PLANNING ADVISORS LLC

WEALTH PLANNING ADVISORS LLC is an SEC-registered investment adviser (CRD 327765). Regulatory assets under management: $46.2M.

Registration

• CRD: 327765
• Type: Registered investment adviser
• Phone: (715) 903-6125
• Latest filing: 2026-03-18
• Regulatory AUM: $46.2M
• Discretionary AUM: $45.3M
• Non-discretionary AUM: $887K
• Clients: 3
• Accounts: 416

Business model

Compensation: % of AUM, 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 327765 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search