WG PLAN LLC

WG PLAN LLC of MCKINNEY, TX is an SEC-registered investment adviser (CRD 338296). Regulatory assets under management: $5.0M.

Registration

• CRD: 338296
• Type: Registered investment adviser
• Location: 7701 ELDORADO PKWY, MCKINNEY, TX, 75070
• Phone: (214) 620-2055
• Latest filing: 2026-02-13
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 3
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 338296 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search