RIA Intel›Advisers›Minnesota›WEALTH PLANNING GROUP LLC

WEALTH PLANNING GROUP LLC

Advisory

MINNETONKA, MN

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$466K

across 83 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

83 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

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

DUE NORTH FINANCIAL, LLC

$39M

ANTRIM INVESTMENT ADVISORS LLC

BLOOMINGTON, MN

$39M

CK FINANCIAL LLC

$38M

WISDOM WEALTH MANAGEMENT, LLC

BLOOMINGTON, MN

$39M

WELLS FARGO BANK N.A.

MINNEAPOLIS, MN

$38M

SESSIONS FINANCIAL GROUP, INC.

MAPLE GROVE, MN

$39M

Get the full picture on WEALTH PLANNING GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEALTH PLANNING GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans