RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control
WARSHAW, DAVID, EFREMIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Sep 3, 2025 REGISTERED

Notice Filings (7)

CA FL MA NH NJ NY TX

Address

60 CUTTER MILL ROAD
SUITE 100-G
GREAT NECK, NY 11021
United States
Phone: 516-400-7111