RIA Intel›Advisers›Ohio›WEALTH PLANNING CORP

WEALTH PLANNING CORP

Advisory

N·CINCINNATI, OH

Data as of Mar 25, 2024 · Source: SEC Form ADV

Total AUM

$518M

1-Year AUM Growth

+14.1%

3-Year CAGR

+5.9%

Employees

7

Assets Under Management

Total AUM$518M

Discretionary AUM$500M

Non-Discretionary AUM$18M

Discretionary %96.4%

Total Clients454

Team

Total Employees7

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingJan 31, 2001

Latest FilingMar 25, 2024

🔒 Full AUM trend chart and 31 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTH PLANNING CORP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.