WEALTH PLANNING & MANAGEMENT, INC.
Legal name: THE LIFE MANAGEMENT GROUP
CRD #111228 SEC #801-60177 HOUSTON, TX 713-961-1999
SEC Registered
Total AUM
$28.5M
Discretionary
$28.4M
Employees
5
Clients
25
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2011 | $16M | $10.7M | $5.3M | 5 | -- |
| Jun 2011 | $16M | $10.7M | $5.3M | 5 | -- |
| Jun 2011 | $16M | $10.7M | $5.3M | 5 | -- |
| Mar 2011 | $16M | $10.7M | $5.3M | 5 | -- |
| Mar 2011 | $16M | $10.7M | $5.3M | 5 | -- |
| Mar 2011 | $16M | $10.7M | $5.3M | 10 | -- |
| Dec 2010 | $25.9M | $25.8M | $71K | 5 | -- |
| Jun 2010 | $25.9M | $25.8M | $71K | 5 | -- |
| Mar 2010 | $25.9M | $25.8M | $71K | 5 | -- |
| Mar 2009 | $28.5M | $28.4M | $84.1K | 5 | -- |
| Oct 2007 | $36.9M | $2.5M | $34.4M | 5 | -- |
| Mar 2007 | $36.9M | $2.5M | $34.4M | 5 | -- |
| Mar 2004 | $33.4M | $32.9M | $543.5K | 5 | -- |
| Nov 2003 | $27.2M | $26.2M | $1M | 5 | -- |
| Jul 2001 | $25.2M | $23.5M | $1.7M | 5 | -- |
| Jul 2001 | $25.2M | $23.5M | $1.7M | 5 | -- |
| Jul 2001 | $0 | $0 | $0 | 5 | -- |
DateJul 2011
Total AUM$16M
Discretionary$10.7M
Non-Disc.$5.3M
Employees5
Clients--
DateJun 2011
Total AUM$16M
Discretionary$10.7M
Non-Disc.$5.3M
Employees5
Clients--
DateJun 2011
Total AUM$16M
Discretionary$10.7M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2011
Total AUM$16M
Discretionary$10.7M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2011
Total AUM$16M
Discretionary$10.7M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2011
Total AUM$16M
Discretionary$10.7M
Non-Disc.$5.3M
Employees10
Clients--
DateDec 2010
Total AUM$25.9M
Discretionary$25.8M
Non-Disc.$71K
Employees5
Clients--
DateJun 2010
Total AUM$25.9M
Discretionary$25.8M
Non-Disc.$71K
Employees5
Clients--
DateMar 2010
Total AUM$25.9M
Discretionary$25.8M
Non-Disc.$71K
Employees5
Clients--
DateMar 2009
Total AUM$28.5M
Discretionary$28.4M
Non-Disc.$84.1K
Employees5
Clients--
DateOct 2007
Total AUM$36.9M
Discretionary$2.5M
Non-Disc.$34.4M
Employees5
Clients--
DateMar 2007
Total AUM$36.9M
Discretionary$2.5M
Non-Disc.$34.4M
Employees5
Clients--
DateMar 2004
Total AUM$33.4M
Discretionary$32.9M
Non-Disc.$543.5K
Employees5
Clients--
DateNov 2003
Total AUM$27.2M
Discretionary$26.2M
Non-Disc.$1M
Employees5
Clients--
DateJul 2001
Total AUM$25.2M
Discretionary$23.5M
Non-Disc.$1.7M
Employees5
Clients--
DateJul 2001
Total AUM$25.2M
Discretionary$23.5M
Non-Disc.$1.7M
Employees5
Clients--
DateJul 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--