WEALTHPLANS, LLC
CRD #311560 SEC #801-119949 FREDERICK, MD 301-695-2800
SEC Registered
Total AUM
$173.1M
Discretionary
$173.1M
Employees
1
Clients
0
Accounts
237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $173.1M | $173.1M | $0 | 1 | 19 |
| Mar 2024 | $156M | $156M | $0 | 1 | 19 |
| Mar 2023 | $146.7M | $120.7M | $26M | 1 | 0 |
| Mar 2022 | $167.2M | $138.8M | $28.4M | 1 | 0 |
| Jan 2022 | $105.4M | $105.4M | $0 | 2 | 235 |
| Mar 2021 | $105.4M | $105.4M | $0 | 2 | 235 |
| Nov 2020 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees1
Clients19
DateMar 2024
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees1
Clients19
DateMar 2023
Total AUM$146.7M
Discretionary$120.7M
Non-Disc.$26M
Employees1
Clients0
DateMar 2022
Total AUM$167.2M
Discretionary$138.8M
Non-Disc.$28.4M
Employees1
Clients0
DateJan 2022
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees2
Clients235
DateMar 2021
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees2
Clients235
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0