Alere Planning LLC
Alere Planning LLC is an SEC-registered wealth manager with $208.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Alere Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286121, SEC 801-120912, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $208.0M (2026-02-17)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 201
- CRD
- 286121
- Ownership
- WEGLEIN, WILLIAM, JAMES
How much AUM does Alere Planning LLC have?
Alere Planning LLC reported $208.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Alere Planning LLC?
Disclosed owners and executives of Alere Planning LLC include WEGLEIN, WILLIAM, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.