Wealth Planning Corp
CRD 105369SEC# 801-18378Cincinnati, OH
No longer SEC-registered. Wealth Planning Corp appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$518.2M
Employees
10
Accounts
454
Location
Cincinnati, OH
Wealth Planning Corp assets under management
Wealth Planning Corp is an investment advisory firm registered with the SEC based in Cincinnati, OH. It reports $518.2 million in regulatory assets under management and employs 10 people.
Wealth Planning Corp owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Sue Dietrich | Vice President Of Operations | 10-25% | 2016 |
| Todd Allan Steinbrink Control | President And Chief Compliance Officer | 25-50% | 2016 |
Frequently asked questions
How much does Wealth Planning Corp manage?
Wealth Planning Corp reports $518.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Planning Corp have?
Wealth Planning Corp reports 10 employees.
Where is Wealth Planning Corp located?
Wealth Planning Corp is based in Cincinnati, OH.
Does Wealth Planning Corp disclose fund performance?
Wealth Planning Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8370 E. Kemper Road, Cincinnati, OH 45249 |
| Office hours | M-Th 8.5-5p.m. F8.5-3p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$518.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$518.2Mregulatory AUM
Discretionary $499.7MNon-discretionary $18.5M