WEALTH PLANNING AND DESIGN LLC
CRD #281982 SEC #801-106914 SARASOTA, FL 941-361-1484
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
1
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $92.2M | $92.2M | $0 | 2 | 30 |
| May 2023 | $92.2M | $92.2M | $0 | 3 | 30 |
| Apr 2023 | $92.2M | $92.2M | $0 | 3 | 30 |
| Mar 2023 | $92.2M | $92.2M | $0 | 3 | 30 |
| Mar 2023 | $86.8M | $86.8M | $0 | 3 | 30 |
| Jun 2022 | $94.7M | $94.7M | $0 | 3 | 38 |
| Feb 2022 | $94.8M | $94.8M | $0 | 3 | 38 |
| Dec 2021 | $93.9M | $93.9M | $0 | 3 | 37 |
| Aug 2021 | $93.9M | $93.9M | $0 | 2 | 37 |
| Feb 2021 | $93.9M | $93.9M | $0 | 2 | 37 |
| Jul 2020 | $98.9M | $97.3M | $1.5M | 2 | 0 |
| May 2020 | $98.9M | $97.3M | $1.5M | 2 | 0 |
| Apr 2020 | $98.9M | $97.3M | $1.5M | 2 | 0 |
| Dec 2019 | $105.5M | $101.4M | $4M | 2 | 0 |
| Jun 2019 | $105.5M | $101.4M | $4M | 4 | 0 |
| Mar 2019 | $105.5M | $101.4M | $4M | 4 | 0 |
| Jun 2018 | $114.9M | $109.5M | $5.4M | 3 | 0 |
| Mar 2018 | $114.9M | $109.5M | $5.4M | 3 | 0 |
| Jan 2018 | $126.9M | $123.2M | $3.7M | 3 | 0 |
| Mar 2017 | $126.9M | $123.2M | $3.7M | 3 | 300 |
| Apr 2016 | $112.7M | $111.4M | $1.3M | 3 | 0 |
| Mar 2016 | $112.7M | $111.4M | $1.3M | 3 | 0 |
| Dec 2015 | $0 | $0 | $0 | 2 | 0 |
| Nov 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees2
Clients30
DateMay 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients30
DateApr 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients30
DateMar 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients30
DateMar 2023
Total AUM$86.8M
Discretionary$86.8M
Non-Disc.$0
Employees3
Clients30
DateJun 2022
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees3
Clients38
DateFeb 2022
Total AUM$94.8M
Discretionary$94.8M
Non-Disc.$0
Employees3
Clients38
DateDec 2021
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees3
Clients37
DateAug 2021
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees2
Clients37
DateFeb 2021
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees2
Clients37
DateJul 2020
Total AUM$98.9M
Discretionary$97.3M
Non-Disc.$1.5M
Employees2
Clients0
DateMay 2020
Total AUM$98.9M
Discretionary$97.3M
Non-Disc.$1.5M
Employees2
Clients0
DateApr 2020
Total AUM$98.9M
Discretionary$97.3M
Non-Disc.$1.5M
Employees2
Clients0
DateDec 2019
Total AUM$105.5M
Discretionary$101.4M
Non-Disc.$4M
Employees2
Clients0
DateJun 2019
Total AUM$105.5M
Discretionary$101.4M
Non-Disc.$4M
Employees4
Clients0
DateMar 2019
Total AUM$105.5M
Discretionary$101.4M
Non-Disc.$4M
Employees4
Clients0
DateJun 2018
Total AUM$114.9M
Discretionary$109.5M
Non-Disc.$5.4M
Employees3
Clients0
DateMar 2018
Total AUM$114.9M
Discretionary$109.5M
Non-Disc.$5.4M
Employees3
Clients0
DateJan 2018
Total AUM$126.9M
Discretionary$123.2M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2017
Total AUM$126.9M
Discretionary$123.2M
Non-Disc.$3.7M
Employees3
Clients300
DateApr 2016
Total AUM$112.7M
Discretionary$111.4M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2016
Total AUM$112.7M
Discretionary$111.4M
Non-Disc.$1.3M
Employees3
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0