Alere Planning LLC
● SEC registered since 2021CRD 286121SEC# 801-120912
Reg. AUM
$208M
Employees
3
Accounts
513
Location
—
About Alere Planning
Alere Planning provides wealth management and financial planning for individuals, families, entrepreneurs, and executives navigating life transitions. Services include investment planning, retirement and tax considerations, estate planning, and portfolio design meant to support both current lifestyle and long-term goals.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$208Mregulatory AUM
Discretionary $207.8MNon-discretionary $254K