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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- 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 |
|---|---|---|---|---|
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOLEY, RAYMOND, BRENT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
FL LA MD TX VA
Address
5970 FREDERICK CROSSING LANESUITE 201
FREDERICK, MD 21704
United States
Phone: 301-695-2800