Adviser Profile
| As of Date | 02/09/2022 |
| Registration status | Registration Changed to THE WEALTHPLAN LLC |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 63,688,831 |
| of that, discretionary | 63,688,831 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 210,194 |
| % High Net Worth | 24.30% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
64M
55M
45M
36M
27M
18M
9M
2019
2020
2021
2022
Private Funds
No private funds