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Vishal Prakash Muni

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY·BEDMINSTER, New Jersey
Clean recordWEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
302 US-202, BEDMINSTER, NJ 07921CRD# 5785802Firm CRD# 279034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vishal Prakash Muni · BEDMINSTER, NJ
Registration
CRD #5785802 · WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Vishal Prakash Muni is a registered financial advisor based in BEDMINSTER, New Jersey, affiliated with WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
WP ASSET MANAGEMENT
AUM
$143M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 5785802
Firm CRD# 279034
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vishal Prakash Muni offer?
Vishal Prakash Muni specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDMINSTER, New Jersey for a consultation.
What are Vishal Prakash Muni's credentials?
Vishal Prakash Muni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vishal Prakash Muni located?
Vishal Prakash Muni 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 Vishal Prakash Muni charge for services?
Vishal Prakash Muni'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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