| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Brent Cooley Control | Member And Chief Compliance Officer | Over 75% | 2020 |
Wealthplans, LLC reports $173.1 million in regulatory assets under management on its Form ADV.
Wealthplans, LLC reports 1 employees.
Wealthplans, LLC is based in Frederick, MD and has been SEC-registered since 2020.
Wealthplans, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5970 Frederick Crossing Lane, Suite 201, Frederick, MD 21704 |
| Phone | 301-695-2800 |
| Fax | 301-695-2801 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $173.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $173.1M |