Wealth Planning Asset Management Limited Liability Company
● SEC registered since 2022CRD 279034SEC# 801-125014Bedminster, NJ
Reg. AUM
$121.3M
Employees
3
Accounts
224
Location
Bedminster, NJ
Wealth Planning Asset Management Limited Liability Company assets under management
Wealth Planning Asset Management Limited Liability Company operates as an SEC-registered investment adviser based in Bedminster, NJ. The firm has been registered since 2022. It reports $121.3 million in regulatory assets under management and employs 3 people.
Wealth Planning Asset Management Limited Liability Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sekhar Chandra Vemparala Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Wealth Planning Asset Management Limited Liability Company manage?
Wealth Planning Asset Management Limited Liability Company reports $121.3 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Planning Asset Management Limited Liability Company have?
Wealth Planning Asset Management Limited Liability Company reports 3 employees.
Where is Wealth Planning Asset Management Limited Liability Company located?
Wealth Planning Asset Management Limited Liability Company is based in Bedminster, NJ and has been SEC-registered since 2022.
Does Wealth Planning Asset Management Limited Liability Company disclose fund performance?
Wealth Planning Asset Management Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 302 Us-202, Bedminster, NJ 07921 |
| Phone | 908-719-8800 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.3M▼ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$121.3Mregulatory AUM
Discretionary $102.2MNon-discretionary $19.1M