WEALTH PLANNERS, LLC
CRD #112355 SEC #801-60269 BATON ROUGE, LA 225-757-8007
SEC Registered
Total AUM
$35.7M
Discretionary
$0
Employees
5
Clients
101
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2010 | $75M | $52.4M | $22.6M | 5 | -- |
| Sep 2010 | $75M | $52.4M | $22.6M | 5 | -- |
| Sep 2010 | $75M | $52.4M | $22.6M | 5 | -- |
| Sep 2010 | $75M | $52.4M | $22.6M | 5 | -- |
| Oct 2009 | $57.1M | $40.1M | $17M | 5 | -- |
| Mar 2009 | $57.1M | $40.1M | $17M | 5 | -- |
| Mar 2008 | $80M | $54.8M | $25.2M | 5 | -- |
| Sep 2007 | $66.5M | $38.1M | $28.4M | 5 | -- |
| Mar 2007 | $66.5M | $38.1M | $28.4M | 5 | -- |
| Mar 2006 | $61.8M | $31.5M | $30.3M | 5 | -- |
| Sep 2005 | $35.7M | $0 | $35.7M | 5 | -- |
| Apr 2002 | $35.7M | $0 | $35.7M | 5 | -- |
| Aug 2001 | $31.5M | $0 | $31.5M | 5 | -- |
| May 2001 | $31.5M | $0 | $31.5M | 5 | -- |
DateOct 2010
Total AUM$75M
Discretionary$52.4M
Non-Disc.$22.6M
Employees5
Clients--
DateSep 2010
Total AUM$75M
Discretionary$52.4M
Non-Disc.$22.6M
Employees5
Clients--
DateSep 2010
Total AUM$75M
Discretionary$52.4M
Non-Disc.$22.6M
Employees5
Clients--
DateSep 2010
Total AUM$75M
Discretionary$52.4M
Non-Disc.$22.6M
Employees5
Clients--
DateOct 2009
Total AUM$57.1M
Discretionary$40.1M
Non-Disc.$17M
Employees5
Clients--
DateMar 2009
Total AUM$57.1M
Discretionary$40.1M
Non-Disc.$17M
Employees5
Clients--
DateMar 2008
Total AUM$80M
Discretionary$54.8M
Non-Disc.$25.2M
Employees5
Clients--
DateSep 2007
Total AUM$66.5M
Discretionary$38.1M
Non-Disc.$28.4M
Employees5
Clients--
DateMar 2007
Total AUM$66.5M
Discretionary$38.1M
Non-Disc.$28.4M
Employees5
Clients--
DateMar 2006
Total AUM$61.8M
Discretionary$31.5M
Non-Disc.$30.3M
Employees5
Clients--
DateSep 2005
Total AUM$35.7M
Discretionary$0
Non-Disc.$35.7M
Employees5
Clients--
DateApr 2002
Total AUM$35.7M
Discretionary$0
Non-Disc.$35.7M
Employees5
Clients--
DateAug 2001
Total AUM$31.5M
Discretionary$0
Non-Disc.$31.5M
Employees5
Clients--
DateMay 2001
Total AUM$31.5M
Discretionary$0
Non-Disc.$31.5M
Employees5
Clients--