Wealthplans, LLC
● SEC registered since 2020CRD 311560SEC# 801-119949Frederick, MD
Reg. AUM
$219.6M
Employees
1
Accounts
179
Location
Frederick, MD
Wealthplans, LLC assets under management
Wealthplans, LLC is an SEC-registered investment adviser based in Frederick, MD. The firm has been registered since 2020. It reports $219.6 million in regulatory assets under management and employs 1 people.
Wealthplans, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Brent Cooley Control | Member And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Wealthplans, LLC manage?
Wealthplans, LLC reports $219.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthplans, LLC have?
Wealthplans, LLC reports 1 employees.
Where is Wealthplans, LLC located?
Wealthplans, LLC is based in Frederick, MD and has been SEC-registered since 2020.
Does Wealthplans, LLC disclose fund performance?
Wealthplans, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5970 Frederick Crossing Lane, Suite 201, Frederick, MD 21704 |
| Phone | 301-695-2800 |
| Fax | 301-695-2801 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.6M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$219.6Mregulatory AUM
Discretionary $219.6M