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WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
WP ASSET MANAGEMENT
BEDMINSTER, New Jersey
·
2 registered advisors
·
CRD# 279034
SEC# 801-125014
0
908-719-8800
01
Firm Overview
AUM
$143M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
2 registered advisors
Sekhar Chandra Vemparala
BEDMINSTER, New Jersey
CRD# 2081179
Vishal Prakash Muni
BEDMINSTER, New Jersey
CRD# 5785802
05
Office Locations
BEDMINSTER, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY (CRD# 279034) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.