WEALTH PLANNING CONCEPTS, LLC
CRD #152664 SEC #801-70997 ROCKVILLE, MD 240-386-8413
SEC Registered
Total AUM
$54.3M
Discretionary
$32.3M
Employees
1
Clients
26
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2011 | $54.3M | $32.3M | $22M | 1 | 26 |
| Dec 2011 | $54.3M | $32.3M | $22M | 1 | 26 |
| Nov 2011 | $54.3M | $32.3M | $22M | 1 | 26 |
| Nov 2011 | $54.3M | $32.3M | $22M | 1 | 26 |
| Jul 2011 | $39.8M | $39.8M | $0 | 5 | -- |
| Jul 2011 | $39.8M | $39.8M | $0 | 5 | -- |
| Jun 2011 | $39.4M | $39.4M | $0 | 5 | -- |
| Mar 2011 | $39.4M | $39.4M | $0 | 5 | -- |
| Nov 2010 | $32.5M | $32.5M | $0 | 5 | -- |
| Jul 2010 | $32.5M | $32.5M | $0 | 5 | -- |
| Jul 2010 | $32.5M | $32.5M | $0 | 5 | -- |
| Jun 2010 | $32.5M | $32.5M | $0 | 5 | -- |
| Jun 2010 | $32.5M | $32.5M | $0 | 5 | -- |
| Jun 2010 | $31.6M | $31.6M | $0 | 5 | -- |
| May 2010 | $31.6M | $31.6M | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateDec 2011
Total AUM$54.3M
Discretionary$32.3M
Non-Disc.$22M
Employees1
Clients26
DateDec 2011
Total AUM$54.3M
Discretionary$32.3M
Non-Disc.$22M
Employees1
Clients26
DateNov 2011
Total AUM$54.3M
Discretionary$32.3M
Non-Disc.$22M
Employees1
Clients26
DateNov 2011
Total AUM$54.3M
Discretionary$32.3M
Non-Disc.$22M
Employees1
Clients26
DateJul 2011
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--