Lifeplan Group
Lifeplan Group is an SEC-registered wealth manager in Raleigh, NC with $326.0M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Lifeplan Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144157, SEC 801-122570, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $326.0M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 9
- Clients
- 278
- CRD
- 144157
- Ownership
- SUTHERLAND, KENNETH, ALLAN; SUTHERLAND, ALEX, PAUL
How much AUM does Lifeplan Group have?
Lifeplan Group reported $326.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Lifeplan Group?
Disclosed owners and executives of Lifeplan Group include SUTHERLAND, KENNETH, ALLAN, SUTHERLAND, ALEX, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.