Unclaimed Profile

Vishal Prakash Muni

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY·BEDMINSTER, New Jersey

SIE, Series 7, Series 66Clean record16 years registeredWEALTH 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 · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY

WP ASSET MANAGEMENT

Aug 2015 – Sep 2024

BEDMINSTER, NJ

BLUE SPRUCE GLOBAL ADVISORS, LLC

Aug 2010 – May 2015

FRANKLIN LAKES, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY

CRD 279034 · SEC 801-125014

AUM

$143M

Regulatory assets under management

Employees

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

View all advisors at WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY →

Introduction

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Frequently Asked Questions

What services does Vishal Prakash Muni offer?

Vishal Prakash Muni specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY.

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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