RIA Intel›Advisers›Virginia›WEALTH PLANNING, INC.

WEALTH PLANNING, INC.

Advisory

VA

Data as of Mar 14, 2026 · Source: SEC Form ADV

Average account
$900K
across 7 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 14, 2026.

Total AUM
$6M
Discretionary %
0%
Clients
7
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$6M
Discretionary AUM$0
Non-Discretionary AUM$6M
Discretionary %0%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

CHATHAM WEALTH MANAGEMENT, LLC
$6M
BACK BAY ADVISORS, LLC
$6M
ACADIA FINANCIAL SERVICES, LLC
$6M
SPLIZER INVEST, LLC
$6M
SWIFT CREEK WEALTH MANAGEMENT LLC
$6M
ALLAGASH OPPORTUNITY ZONE PARTNERS LLC
ASHBURN, VA
$6M

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