RIA Intel›Advisers›Wisconsin›WEALTH PLANNING ADVISORS LLC

WEALTH PLANNING ADVISORS LLC

Advisory

WI

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in WI

#325

of 354 advisers by AUM

Average account

$111K

across 416 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$46M

Discretionary AUM$45M

Non-Discretionary AUM$887K

Discretionary %98.1%

Total Clients114

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, MN, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

114 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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