WEALTH PLANNING AND DESIGN LLC

CRD #281982 SEC #801-106914 SARASOTA, FL 941-361-1484

SEC Registered

Total AUM

Discretionary

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 29, 2024
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
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
LEETZOW, LEONARD, ERMOND	I	MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
RAMETTA, JONI	I	CHIEF COMPLIANCE OFFICER. MANAGER	NA	Control
CLARK, MARK, RAY	I	MANAGING MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
LEETZOW GROUP LLC	DE	MEMBER	E	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGING MEMBER	D	Control
CLARK, MARK, RAY	I	MANAGER	D	Control
CLARK, MARK, RAY	I	MANAGING MEMBER	D	Control
CLARK, MARK, RAY	I	MANAGING MEMBER	D	Control
CLARK, MARK, RAY	I	MANAGING MEMBER	D	Control
CLARK, MARK, RAY	I	CHIEF COMPLIANCE OFFICER	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGING MEMBER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGING MEMBER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGING MEMBER	D	Control
RAMETTA, JONI	I	CCO	D	Control
RAMETTA, JONI	I	MANAGING MEMBER	D	Control
RAMETTA, JONI	I	CCO	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
LEETZOW, LEONARD, ERMOND	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control
RAMETTA, JONI	I	LEETZOW GROUP LLC	D	Control

Registrations

Federal

Mar 29, 2024 REGISTERED

Notice Filings (6)

FL GA NC NH NY TX

Address

6230 UNIVERSITY PARKWAY
SUITE 305
SARASOTA, FL 34240
United States

Phone: 941-361-1484