The Wealthplan LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Great Neck, NY. Its latest Form ADV filing, dated March 23, 2026, reports $87M in regulatory assets under management, 1 employee, and 356 accounts.
Assets Under Management
$87M
Employees
1
Offices
--
Total Clients
132
Primary office
GREAT NECK, NY
60 CUTTER MILL ROAD, SUITE 100-G, GREAT NECK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
95
2
HNWI
28.0%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$87Mas of March 23, 2026
Discretionary96.1%
$84M
96% of total RAUM96.1%
Non-discretionary3.9%
$3M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$87M
Total Accounts356
10Y AUM Change+$87M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee132:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.