WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
A66
CRD 279034·SEC 801-125014·BEDMINSTER, NJ
AUM
$115.3M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$346K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 133 |
| Banking Institutions | 47 |
| Individuals High Net Worth | 44 |
| Pension Profit Sharing Plans | 9 |
Operations
Advisory staff (5-yr trend)
'23 · 1 advisors
'25 · 3 advisors
'26 · 3 advisors
'23'26
1 advisors → 3 advisors▲ +200%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.