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Wia Holdings, LLC

Direct Owner Of Financial Planning Concepts Of AmericaFinancial Planning Concepts of America, Inc.

About Wia Holdings, LLC

Wia Holdings, LLC is listed as Direct Owner Of Financial Planning Concepts Of America at Financial Planning Concepts of America, Inc. in West Palm Beach, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Financial Planning Concepts of America, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wia Holdings, LLC work?

Wia Holdings, LLC is listed as Direct Owner Of Financial Planning Concepts Of America at Financial Planning Concepts of America, Inc. on SEC Form ADV.

How much of Financial Planning Concepts of America, Inc. does Wia Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Financial Planning Concepts of America, Inc.

TitleDirect Owner Of Financial Planning Concepts Of America
OwnershipOver 75%
Control personYes
Since2019
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