RIA Intel›Advisers›Minnesota›WEALTH PLANNING SYSTEMS, LLC

WEALTH PLANNING SYSTEMS, LLC

Advisory

MN

Data as of Aug 14, 2025 · Source: SEC Form ADV

Average account
$122K
across 88 accounts
AUM per adviser
$5M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2025.

Total AUM
$11M
Discretionary %
0%
Clients
74
Employees
2

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$11M
Discretionary AUM$0
Non-Discretionary AUM$11M
Discretionary %0%
Total Clients74
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

ADVANCED ADVISOR GROUP, LLC
CAMBRIDGE, MN
$11M
+11.2% 1Y
POPE INVESTMENT ECONOMICS, INC.
EDINA, MN
$11M
0.0% 1Y
TUREK, LEE M.
$10M
LIV WEALTH MANAGEMENT LLC
LONG LAKE, MN
$12M
BARRINGTON CAPITAL MANAGEMENT, INC.
BLOOMINGTON, MN
$12M
PETRARCH LLC
$12M

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