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Wealth Planning Corp

CRD 105369SEC# 801-18378Cincinnati, OH
Export (members)
No longer SEC-registered. Wealth Planning Corp appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$518.2M
Employees
10
Accounts
454
Location
Cincinnati, OH

Wealth Planning Corp assets under management

Wealth Planning Corp is an investment advisory firm registered with the SEC based in Cincinnati, OH. It reports $518.2 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Wealth Planning Corp owners & executives

2 reported
NameTitleOwnershipSince
Angela Sue DietrichVice President Of Operations10-25%2016
Todd Allan Steinbrink ControlPresident And Chief Compliance Officer25-50%2016

Frequently asked questions

How much does Wealth Planning Corp manage?

Wealth Planning Corp reports $518.2 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Planning Corp have?

Wealth Planning Corp reports 10 employees.

Where is Wealth Planning Corp located?

Wealth Planning Corp is based in Cincinnati, OH.

Does Wealth Planning Corp disclose fund performance?

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

Contact & registration

Address8370 E. Kemper Road, Cincinnati, OH 45249
Office hoursM-Th 8.5-5p.m. F8.5-3p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$499.7M
Non-discretionary$18.5M
Total (RAUM)$518.2M