WEALTH PLANNING CORP
CRD #105369 SEC #801-18378 CINCINNATI, OH 513-733-1750
SEC Registered
Total AUM
$518.2M
Discretionary
$499.7M
Employees
10
Clients
251
Accounts
454
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $518.2M | $499.7M | $18.5M | 10 | 454 |
| Mar 2024 | $454.9M | $438.5M | $16.4M | 10 | 456 |
| Nov 2023 | $398.6M | $384.4M | $14.2M | 9 | 405 |
| Mar 2023 | $398.6M | $384.4M | $14.2M | 9 | 405 |
| Mar 2022 | $445.2M | $429.3M | $16M | 9 | 397 |
| Mar 2022 | $445.2M | $429.3M | $16M | 9 | 397 |
| Mar 2021 | $383.3M | $368.4M | $14.9M | 10 | 0 |
| Jun 2020 | $268.8M | $257.1M | $11.7M | 10 | 0 |
| Mar 2020 | $268.8M | $257.1M | $11.7M | 10 | 0 |
| Mar 2019 | $292M | $279.7M | $12.3M | 9 | 0 |
| Mar 2018 | $283M | $270.6M | $12.4M | 7 | 0 |
| Nov 2017 | $277M | $266.4M | $10.6M | 7 | 0 |
| Mar 2017 | $254M | $247M | $7M | 7 | 300 |
| Mar 2016 | $218M | $208M | $10M | 8 | 300 |
| Feb 2015 | $217M | $211M | $6M | 7 | 300 |
| Sep 2014 | $182M | $177.6M | $4.4M | 6 | 200 |
| Mar 2014 | $182M | $177.6M | $4.4M | 6 | 200 |
| Mar 2013 | $152M | $148M | $4M | 6 | 200 |
| Mar 2012 | $125M | $123M | $2M | 1 | 200 |
| Mar 2011 | $110.6M | $110.6M | $0 | 5 | -- |
| Mar 2007 | $92M | $92M | $0 | 5 | -- |
| Feb 2006 | $120.6M | $120.6M | $0 | 5 | -- |
| May 2005 | $91.3M | $91.3M | $0 | 5 | -- |
| Jul 2004 | $73.9M | $73.9M | $0 | 5 | -- |
| Jul 2004 | $73.9M | $73.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$518.2M
Discretionary$499.7M
Non-Disc.$18.5M
Employees10
Clients454
DateMar 2024
Total AUM$454.9M
Discretionary$438.5M
Non-Disc.$16.4M
Employees10
Clients456
DateNov 2023
Total AUM$398.6M
Discretionary$384.4M
Non-Disc.$14.2M
Employees9
Clients405
DateMar 2023
Total AUM$398.6M
Discretionary$384.4M
Non-Disc.$14.2M
Employees9
Clients405
DateMar 2022
Total AUM$445.2M
Discretionary$429.3M
Non-Disc.$16M
Employees9
Clients397
DateMar 2022
Total AUM$445.2M
Discretionary$429.3M
Non-Disc.$16M
Employees9
Clients397
DateMar 2021
Total AUM$383.3M
Discretionary$368.4M
Non-Disc.$14.9M
Employees10
Clients0
DateJun 2020
Total AUM$268.8M
Discretionary$257.1M
Non-Disc.$11.7M
Employees10
Clients0
DateMar 2020
Total AUM$268.8M
Discretionary$257.1M
Non-Disc.$11.7M
Employees10
Clients0
DateMar 2019
Total AUM$292M
Discretionary$279.7M
Non-Disc.$12.3M
Employees9
Clients0
DateMar 2018
Total AUM$283M
Discretionary$270.6M
Non-Disc.$12.4M
Employees7
Clients0
DateNov 2017
Total AUM$277M
Discretionary$266.4M
Non-Disc.$10.6M
Employees7
Clients0
DateMar 2017
Total AUM$254M
Discretionary$247M
Non-Disc.$7M
Employees7
Clients300
DateMar 2016
Total AUM$218M
Discretionary$208M
Non-Disc.$10M
Employees8
Clients300
DateFeb 2015
Total AUM$217M
Discretionary$211M
Non-Disc.$6M
Employees7
Clients300
DateSep 2014
Total AUM$182M
Discretionary$177.6M
Non-Disc.$4.4M
Employees6
Clients200
DateMar 2014
Total AUM$182M
Discretionary$177.6M
Non-Disc.$4.4M
Employees6
Clients200
DateMar 2013
Total AUM$152M
Discretionary$148M
Non-Disc.$4M
Employees6
Clients200
DateMar 2012
Total AUM$125M
Discretionary$123M
Non-Disc.$2M
Employees1
Clients200
DateMar 2011
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients--