WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
Legal name: WP ASSET MANAGEMENT
CRD #279034 SEC #801-125014 BEDMINSTER, NJ 908-719-8800
SEC Registered
Total AUM
$115.3M
Discretionary
$101.1M
Employees
3
Clients
--
Accounts
494
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $115.3M | $101.1M | $14.2M | 3 | 0 |
| May 2025 | $115.3M | $101.1M | $14.2M | 2 | 0 |
| Apr 2025 | $96.2M | $89.7M | $6.5M | 2 | 0 |
| Apr 2025 | $96.2M | $89.7M | $6.5M | 1 | 0 |
| Feb 2025 | $143.3M | $140.6M | $2.7M | 1 | 1 |
| Mar 2024 | $143.3M | $140.6M | $2.7M | 1 | 1 |
| Nov 2023 | $111.2M | $108.2M | $3M | 1 | 1 |
| Apr 2023 | $111.2M | $108.2M | $3M | 1 | 1 |
| Dec 2022 | $137.3M | $132.2M | $5.2M | 1 | 0 |
| Aug 2022 | $137.3M | $132.2M | $5.2M | 1 | 0 |
| May 2022 | $137.3M | $132.2M | $5.2M | 1 | 0 |
| May 2022 | $137.3M | $132.2M | $5.2M | 1 | 0 |
| Apr 2022 | $137.3M | $132.2M | $5.2M | 1 | 0 |
DateSep 2025
Total AUM$115.3M
Discretionary$101.1M
Non-Disc.$14.2M
Employees3
Clients0
DateMay 2025
Total AUM$115.3M
Discretionary$101.1M
Non-Disc.$14.2M
Employees2
Clients0
DateApr 2025
Total AUM$96.2M
Discretionary$89.7M
Non-Disc.$6.5M
Employees2
Clients0
DateApr 2025
Total AUM$96.2M
Discretionary$89.7M
Non-Disc.$6.5M
Employees1
Clients0
DateFeb 2025
Total AUM$143.3M
Discretionary$140.6M
Non-Disc.$2.7M
Employees1
Clients1
DateMar 2024
Total AUM$143.3M
Discretionary$140.6M
Non-Disc.$2.7M
Employees1
Clients1
DateNov 2023
Total AUM$111.2M
Discretionary$108.2M
Non-Disc.$3M
Employees1
Clients1
DateApr 2023
Total AUM$111.2M
Discretionary$108.2M
Non-Disc.$3M
Employees1
Clients1
DateDec 2022
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5.2M
Employees1
Clients0
DateAug 2022
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5.2M
Employees1
Clients0
DateMay 2022
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5.2M
Employees1
Clients0
DateMay 2022
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5.2M
Employees1
Clients0
DateApr 2022
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5.2M
Employees1
Clients0