This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2017
- Office Locations
- 2
Office Locations
About Alere Planning LLC
Alere Planning is an independent, fiduciary RIA providing highly customized financial planning and disciplined portfolio management. The team focuses on tax-aware portfolio construction (strategic and tactical holdings), ongoing monitoring, and retirement income/Medicare and estate coordination. It also advises entrepreneurs and executives on business growth, exit planning, and liquidity events. Custodied with firms such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM JAMES WEGLEIN JR
Chief Compliance Officer, Managing Member
- CRD
- #4675284
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANTHONY MEHRAN ASSADI
Financial Advisor
- CRD
- #4834324
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,783,953 | $405,828 |
| Non-Discretionary | $253,502 | $253,502 |
| Total | $208,037,455 | $405,531 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing