WP ASSET MANAGEMENT

Legal name: WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY

CRD 279034File 801-125014

APPROVED

Retail clients

Filing as of Jun 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$121.3M

Bottom 25% of cohort (national)

Discretionary AUM

$102.2M

Non-discretionary $19.1M

Clients

224

224 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 13, 2022
Principal office: 302 US-202, BEDMINSTER, NJ, 07921
Phone: 908-719-8800
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $121.3M
Discretionary AUM: $102.2M
Non-discretionary AUM: $19.1M
Discretionary accounts: 16
Non-discretionary accounts: 208
Total accounts: 224
AUM per client: $542K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	15	$2.6M
Other investment advisers	15	$13.0M
High net worth individuals	177	$99.1M
Pension and profit sharing plans	17	$6.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — SELECTION OF OTHER ADVISERS FEES
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.