WEALTH PLANNING AND DESIGN LLC

SARASOTA, Florida·3 registered advisors·CRD# 281982
SEC# 801-1069140941-361-1484
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH PLANNING AND DESIGN LLC

3 registered advisors
Joni Rametta
SARASOTA, Florida
Leonard Ermond Leetzow
SARASOTA, Florida
Mark Ray Clark
SARASOTA, Florida
05

Office Locations

SARASOTA, Florida
3 advisors

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Data sourced from SEC Form ADV filings. WEALTH PLANNING AND DESIGN LLC (CRD# 281982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.