Alere Planning LLC
● SEC registered since 2021CRD 286121SEC# 801-120912
Reg. AUM
$208M
Employees
3
Accounts
513
Location
—
Alere Planning LLC assets under management
Alere Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $208 million in regulatory assets under management and employs 3 people.
Alere Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William James Weglein Control | Managing Member/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Alere Planning LLC manage?
Alere Planning LLC reports $208 million in regulatory assets under management on its Form ADV.
How many employees does Alere Planning LLC have?
Alere Planning LLC reports 3 employees.
Does Alere Planning LLC disclose fund performance?
Alere Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 410-252-0088 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$208Mregulatory AUM
Discretionary $207.8MNon-discretionary $254K