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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2011
- 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 |
|---|---|---|---|---|
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
| ZUKERGOOD, MATTHEW, RICHARD | I | MANAGING MEMBER -CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 5, 2011 REGISTERED
Notice Filings (3)
DC MD VA
Address
15245 SHADY GROVE RDSUITE 355 SOUTH
ROCKVILLE, MD 20850
United States
Phone: 240-386-8413