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WEALTH PLANNING & MANAGEMENT, INC.
337-205-9080
SEC #801-60177Total AUM
$16M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
BY APPOINTMENT
Phone
337-205-9080
Financials
Total AUM
$16M
Accounts
147Discretionary
$10.7M
Accounts
128Non-Discretionary
$5.3M
Accounts
19
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.