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Alere Planning LLC

● SEC registered since 2021CRD 286121SEC# 801-120912Towson, MD
Export (members)
Reg. AUM
$184.2M
Employees
3
Accounts
468
Location
Towson, MD

Alere Planning LLC assets under management

Alere Planning LLC is an investment advisory firm registered with the SEC based in Towson, MD. The firm has been registered since 2021. It reports $184.2 million in regulatory assets under management and employs 3 people.
www.alereplanning.comView on SEC.gov ↗

Alere Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
William James Weglein ControlManaging Member/CcoOver 75%2017

Frequently asked questions

How much does Alere Planning LLC manage?

Alere Planning LLC reports $184.2 million in regulatory assets under management on its Form ADV.

How many employees does Alere Planning LLC have?

Alere Planning LLC reports 3 employees.

Where is Alere Planning LLC located?

Alere Planning LLC is based in Towson, MD and has been SEC-registered since 2021.

Does Alere Planning LLC disclose fund performance?

Alere Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 West Road, Suite 200, Towson, MD 21204
Phone410-252-0088
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184M
Non-discretionary$220K
Total (RAUM)$184.2M