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Sekhar Chandra Vemparala

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY·BEDMINSTER, New Jersey
SIE, Series 7, Series 63Clean record24 years registeredWEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
302 US-202, BEDMINSTER, NJ 07921CRD# 2081179Firm CRD# 279034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sekhar Chandra Vemparala · BEDMINSTER, NJ
Registration
CRD #2081179 · WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY · 24 years registered
Brand Profile
Not yet started
01

Career History

WP ASSET MANAGEMENT
Apr 2025 – present
NFP ADVISOR SERVICES, LLC
Oct 2008 – Dec 2015
BEDMINSTER, NJ
QA3 FINANCIAL LLC
Nov 2004 – Oct 2008
BRIDGEWATER, NJ
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
Jul 2002 – Oct 2004
BRIDGEWATER, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 30, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034 · SEC 801-125014
AUM
$143M
Regulatory assets under management
Employees
1
366 client accounts
Services offered by WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does Sekhar Chandra Vemparala offer?
Sekhar Chandra Vemparala specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDMINSTER, New Jersey for a consultation.
What are Sekhar Chandra Vemparala's credentials?
Sekhar Chandra Vemparala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sekhar Chandra Vemparala located?
Sekhar Chandra Vemparala is based in BEDMINSTER, New Jersey, working with WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.
How does Sekhar Chandra Vemparala charge for services?
Sekhar Chandra Vemparala's firm is compensated through percentage of aum, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY?
WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY has approximately 1 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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