THE WEALTHPLAN LLC
CRD #306820 SEC #801-130235 GREAT NECK, NY 516-400-7111
SEC Registered
Total AUM
$73.8M
Discretionary
$73.8M
Employees
1
Clients
26
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $73.8M | $73.8M | $0 | 1 | 0 |
| Jun 2025 | $73.8M | $73.8M | $0 | 1 | 0 |
| Feb 2025 | $73.8M | $73.8M | $0 | 1 | 0 |
| May 2024 | $62.8M | $62.8M | $0 | 1 | 0 |
| Apr 2024 | $62.8M | $62.8M | $0 | 1 | 0 |
| Feb 2022 | $63.7M | $63.7M | $0 | 1 | 104 |
| Feb 2022 | $63.7M | $63.7M | $0 | 1 | 104 |
| Feb 2022 | $63.7M | $63.7M | $0 | 1 | 104 |
| Dec 2021 | $55.5M | $55.5M | $0 | 1 | 104 |
| Sep 2021 | $55.5M | $55.5M | $0 | 1 | 104 |
| Aug 2021 | $55.5M | $55.5M | $0 | 1 | 104 |
| Jun 2021 | $55.5M | $55.5M | $0 | 1 | 104 |
| Mar 2021 | $55.5M | $55.5M | $0 | 1 | 104 |
| Nov 2020 | $42M | $42M | $0 | 1 | 96 |
| Sep 2020 | $42M | $42M | $0 | 1 | 96 |
| Jul 2020 | $42M | $42M | $0 | 1 | 96 |
| Jun 2020 | $42M | $42M | $0 | 1 | 96 |
| May 2020 | $42M | $42M | $0 | 1 | 96 |
| Apr 2020 | $0 | $0 | $0 | 1 | 0 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2019 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees1
Clients104
DateFeb 2022
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees1
Clients104
DateFeb 2022
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees1
Clients104
DateDec 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients104
DateSep 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients104
DateAug 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients104
DateJun 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients104
DateMar 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients104
DateNov 2020
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients96
DateSep 2020
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients96
DateJul 2020
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients96
DateJun 2020
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients96
DateMay 2020
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients96
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0