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WEALTH & TAX PLANNERS LLC

Advisory

WALNUT CREEK, CA

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in CA
#3,067
of 5,480 advisers by AUM
Average account
$714K
across 105 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$75M
Discretionary %
73.3%
Clients
250
Employees
3

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$75M
Discretionary AUM$55M
Non-Discretionary AUM$20M
Discretionary %73.3%
Total Clients250
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

SHU LABEAUX INC DBA GLOBAL VANTAGE WEALTH MANAGEMENT
$75M
DBL INVESTORS, LLC
SAN FRANCISCO, CA
$75M
+74.5% 1Y
CENTERED FINANCIAL LLC
CARLSBAD, CA
$75M
INTEGRATED FINANCIAL STRATEGIES, INC.
SAN MATEO, CA
$75M
LAVA CREEK CAPITAL MANAGEMENT, LLC
SAN RAFAEL, CA
$75M
-25.3% 1Y
BEYOND WEALTH ADVISORY LLC
SOUTH SAN FRANCISCO, CA
$75M

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