The Wealthplan LLC
The Wealthplan LLC is an SEC-registered mass-market adviser in Great Neck, NY with $87.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns The Wealthplan LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306820, SEC 801-130235, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $87.5M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Great Neck, NY
- Employees
- 1
- Clients
- 132
- CRD
- 306820
- Ownership
- WARSHAW, DAVID, EFREM
How much AUM does The Wealthplan LLC have?
The Wealthplan LLC reported $87.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns The Wealthplan LLC?
Disclosed owners and executives of The Wealthplan LLC include WARSHAW, DAVID, EFREM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.