S
$5.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
-- Churchville PA
About SP Wealth Planning
SP Wealth Planning is a Churchville-based RIA. The firm has been operating for 3 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Betterment.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$116.1K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEPHEN JOSEPH PEIFFER
Chief Compliance Officer, Chief Executive Officer, Wealth Manager
- CRD
- #1742574
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,457,819 | -- |
| Total | $5,457,819 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing