WEALTH AND PLAN

WEALTH AND PLAN is an SEC-registered investment adviser (CRD 339344).

Registration

• CRD: 339344
• Type: Registered investment adviser
• Phone: (832) 554-6501
• Latest filing: 2026-07-06
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

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 339344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search