THE WEALTHPLAN FL LLC

GREAT NECK, New York·1 registered advisor·CRD# 306820
SEC# 801-1302350516-400-7111
01

Firm Overview

AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WEALTHPLAN FL LLC

1 registered advisor
David Efrem Warshaw
GREAT NECK, New York
05

Office Locations

GREAT NECK, New York
1 advisor

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Data sourced from SEC Form ADV filings. THE WEALTHPLAN FL LLC (CRD# 306820) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.