RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Louisiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 19, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ADVISEAN PARTNERS, LLCDEMANAGING MEMBERD Control
ADVISEAN PARTNERS, LLCDEMANAGING MEMBERD Control
ADVISEAN PARTNERS, LLCDEMANAGING MEMBERD Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMD Control
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMD Control
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMD Control
DUPRE, MARCEL, JAMESIMANAGING DIRECTORC Control
DUPRE, MARCEL, JAMESIMANAGING DIRECTORC Control
DUPRE, MARCEL, JAMESIMANAGING DIRECTORC Control
DUPRE, MARCEL, JAMESICIO CHIEF COMPLIANCE OFFICERC Control
DUPRE, MARCEL, JAMESICIO CHIEF COMPLIANCE OFFICERC Control
DUPRE, MARCEL, JAMESICIO & CHIEF COMPLIANCE OFFICER & MEMBERC Control
DUPRE, MARCEL, JAMESIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB
LEGIER & MATERNE, APACDEPROFESSIONAL CORPORATION, ACCOUNTING FIRMB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MESTAYER, SUZANNE, TRAPPEYIADVISEAN PARTNERS, LLCE Control
MESTAYER, SUZANNE, TRAPPEYIADVISEAN PARTNERS, LLCE Control

Registrations

Federal

IA
Sep 19, 2005 REGISTERED

Notice Filings (7)

CA FL LA MD MS NY TX

Address

6230 PERKINS ROAD
SUITE B
BATON ROUGE, LA 70808
USA
Phone: 225-757-8007