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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| MUNI, VISHAL, PRAKASH | I | PORTFOLIO MANAGER | NA | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| VEMPARALA, SEKHAR, CHANDRA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 15, 2025 REGISTERED
Notice Filings (5)
CA NJ NY TX WA
Address
302 US-202BEDMINSTER, NJ 07921
United States
Phone: 908-719-8800