CENTER FOR WEALTH PLANNING ADVISORS, INC
CRD #173312 SEC #801-107743 TROY, MI 248-498-4825
SEC Registered
Total AUM
$108.6M
Discretionary
$103.7M
Employees
13
Clients
1
Accounts
716
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $127.4M | $122.3M | $5.1M | 12 | 1,000 |
| Mar 2017 | $108.6M | $103.7M | $5M | 13 | 800 |
| Mar 2017 | $108.6M | $103.7M | $5M | 13 | 800 |
| Dec 2016 | $108.6M | $103.7M | $5M | 13 | 800 |
| Jul 2016 | $108.6M | $103.7M | $5M | 13 | 800 |
| Jul 2016 | $108.6M | $103.7M | $5M | 13 | 800 |
| Jul 2016 | $108.6M | $103.7M | $5M | 13 | 800 |
| Jun 2016 | $104.7M | $99.6M | $5.1M | 13 | 746 |
| May 2016 | $104.7M | $99.6M | $5.1M | 13 | 746 |
| Apr 2016 | $101.3M | $96.2M | $5.1M | 9 | 709 |
| Apr 2016 | $101.3M | $96.2M | $5.1M | 9 | 709 |
| Apr 2015 | $39.3M | $39.3M | $0 | 5 | 200 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Jan 2015 | $0 | $0 | $0 | 4 | 0 |
| Jan 2015 | $0 | $0 | $0 | 4 | 0 |
| Dec 2014 | $0 | $0 | $0 | 4 | 0 |
DateMar 2017
Total AUM$127.4M
Discretionary$122.3M
Non-Disc.$5.1M
Employees12
Clients1,000
DateMar 2017
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$5M
Employees13
Clients800
DateMar 2017
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$5M
Employees13
Clients800
DateDec 2016
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$5M
Employees13
Clients800
DateJul 2016
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$5M
Employees13
Clients800
DateJul 2016
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$5M
Employees13
Clients800
DateJul 2016
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$5M
Employees13
Clients800
DateJun 2016
Total AUM$104.7M
Discretionary$99.6M
Non-Disc.$5.1M
Employees13
Clients746
DateMay 2016
Total AUM$104.7M
Discretionary$99.6M
Non-Disc.$5.1M
Employees13
Clients746
DateApr 2016
Total AUM$101.3M
Discretionary$96.2M
Non-Disc.$5.1M
Employees9
Clients709
DateApr 2016
Total AUM$101.3M
Discretionary$96.2M
Non-Disc.$5.1M
Employees9
Clients709
DateApr 2015
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0