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Wealth Planning Asset Management Limited Liability Company

● SEC registered since 2022CRD 279034SEC# 801-125014Bedminster, NJ
Export (members)
Reg. AUM
$115.3M
Employees
2
Accounts
494
Location
Bedminster, NJ

Wealth Planning Asset Management Limited Liability Company assets under management

Wealth Planning Asset Management Limited Liability Company operates as an SEC-registered investment adviser based in Bedminster, NJ. The firm has been registered since 2022. It reports $115.3 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Wealth Planning Asset Management Limited Liability Company owners & executives

1 reported
NameTitleOwnershipSince
Sekhar Chandra Vemparala ControlManaging Member & Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Wealth Planning Asset Management Limited Liability Company manage?

Wealth Planning Asset Management Limited Liability Company reports $115.3 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Planning Asset Management Limited Liability Company have?

Wealth Planning Asset Management Limited Liability Company reports 2 employees.

Where is Wealth Planning Asset Management Limited Liability Company located?

Wealth Planning Asset Management Limited Liability Company is based in Bedminster, NJ and has been SEC-registered since 2022.

Does Wealth Planning Asset Management Limited Liability Company disclose fund performance?

Wealth Planning Asset Management Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address302 Us-202, Bedminster, NJ 07921
Phone908-719-8800
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.1M
Non-discretionary$14.2M
Total (RAUM)$115.3M