Wealthplans, LLC
Wealthplans, LLC is an SEC-registered wealth manager in Frederick, MD with $219.6M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Wealthplans, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311560, SEC 801-119949, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $219.6M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Frederick, MD
- Employees
- 1
- Clients
- 176
- CRD
- 311560
- Ownership
- COOLEY, RAYMOND, BRENT
How much AUM does Wealthplans, LLC have?
Wealthplans, LLC reported $219.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Wealthplans, LLC?
Disclosed owners and executives of Wealthplans, LLC include COOLEY, RAYMOND, BRENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.