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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| BEDUZE, GEORGE, MICHAEL | I | PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (2)
LA TX
Address
3050 POST OAK BLVD.SUITE 110
HOUSTON, TX 77056
United States
Phone: 713-961-1999