Wealth Planning Group
Wealth Planning Group is an SEC-registered mass-market adviser in Baltimore, MD with $360.9M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Wealth Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291708, SEC 801-114047, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $360.9M (2026-03-28)
- Firm type
- Mass-Market Adviser
- Location
- Baltimore, MD
- Employees
- 6
- Clients
- 399
- CRD
- 291708
- Ownership
- GESSNER, STEVEN, JOSEPH; REESE, NICOLE, MARIE; PARADISE, TODD, FOSTER; CESELSKY, MARY, CAROL; Gesser, Linda, Moscato
How much AUM does Wealth Planning Group have?
Wealth Planning Group reported $360.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Wealth Planning Group?
Disclosed owners and executives of Wealth Planning Group include GESSNER, STEVEN, JOSEPH, REESE, NICOLE, MARIE, PARADISE, TODD, FOSTER, CESELSKY, MARY, CAROL, Gesser, Linda, Moscato. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.