← Directory
WEALTH PLANNING GROUP
Legal name: WPG ADVISERS, LLC
CRD 291708File 801-114047
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$360.9M
Below cohort median (national)
Discretionary AUM
$285.0M
Non-discretionary $75.9M
Clients
399
1,277 accounts
Employees
6
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 27, 2018
- Principal office
- 3600 O'DONNELL STREET, SUITE 860, BALTIMORE, MD, 21224
- Phone
- 410-522-2030
- Website
- https://www.wpgfinancial.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $360.9M
- Discretionary AUM
- $285.0M
- Non-discretionary AUM
- $75.9M
- Discretionary accounts
- 1,236
- Non-discretionary accounts
- 41
- Total accounts
- 1,277
- AUM per client
- $904K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 80 | $197.8M |
| Pension and profit sharing plans | 19 | $76.8M |
| Individuals (other than high net worth individuals) | 300 | $81.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 6 | decreased by2 |
| Apr 1, 2026 | Clients | 386 | 399 | increased by13 |
| Apr 1, 2026 | AUM | $356,338,772 | $360,876,104 | increased by$4,537,332 |
| Apr 1, 2026 | Accounts | 1,332 | 1,277 | decreased by55 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 344 | 386 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $269,523,982 | $356,338,772 | increased by$86,814,790 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 839 | 1,332 | increased by493 |
| Apr 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 274 | 344 | increased by70 |
| Apr 1, 2022 | AUM | $195,938,234 | $269,523,982 | increased by$73,585,748 |
| Apr 1, 2022 | Accounts | 910 | 839 | decreased by71 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH PLANNING” may also match similarly-named firms). Confirm identity against each filing.
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.