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WEALTH PLANNING & MANAGEMENT, LLC
317-228-0800
SEC #801-60329Total AUM
$63M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
EVERY DAY OF THE WEEK
EVERY DAY OF THE WEEK
Phone
317-228-0800
Financials
Total AUM
$63M
Accounts
160Discretionary
$63M
Accounts
160Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLIN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.