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VIRTUAL TAX PLANNERS LLC

Advisory

PA

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in PA
#1,507
of 1,528 advisers by AUM
Average account
$21K
across 19 accounts
AUM per adviser
$407K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM
$407K
Discretionary %
100%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$407K
Discretionary AUM$407K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

LEGACY ADVISORY GROUP, INC.
HERMITAGE, PA
$377K
NEW GREEN CAPITAL LLC
$375K
MYERS CAPITAL MANAGEMENT, INC
$497K
BROGAN ASSET MANAGEMENT, LLC
$500K
ROW YOUR OWN BOAT LLC
$544K
NEW WAVE FINANCIAL LLC
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