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THE WEALTHPLAN LLC
CRD 306820File 801-130235
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$87.5M
Bottom 25% of cohort (national)
Discretionary AUM
$84.1M
Non-discretionary $3.4M
Clients
132
356 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 9, 2024
- Principal office
- 60 CUTTER MILL ROAD, SUITE 100-G, GREAT NECK, NY, 11021
- Phone
- 516-400-7111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $87.5M
- Discretionary AUM
- $84.1M
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 332
- Non-discretionary accounts
- 24
- Total accounts
- 356
- AUM per client
- $663K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $58.2M |
| Individuals (other than high net worth individuals) | 95 | $29.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11H2
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.