| Name | Title | Ownership | Since |
|---|---|---|---|
| David Efrem Warshaw Control | Managing Member/Cco | Over 75% | 2016 |
The Wealthplan LLC reports $73.8 million in regulatory assets under management on its Form ADV.
The Wealthplan LLC reports 1 employees.
The Wealthplan LLC is based in Great Neck, NY and has been SEC-registered since 2024.
The Wealthplan LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 60 Cutter Mill Road, Suite 100-G, Great Neck, NY 11021 |
| Phone | 516-400-7111 |
| Fax | 516-400-2411 |
| Office hours | By Appt Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $73.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $73.8M |