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- Custodian
- Bitgo · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2020
- Office Locations
- 1
Office Locations
About THE Wealthplan LLC
The WealthPlan is a New York-area solo RIA led by David Warshaw, CFP, with 20+ years’ experience providing one-on-one, customizable retirement-focused financial planning. Services include cash-flow/budgeting, proactive tax review (Holistiplan), estate and charitable planning, and ongoing portfolio oversight across held-away accounts. Reported SMA assets are ETF-heavy, and the firm uses Charles Schwab as a primary custodian.
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Owner & Executives
DAVID EFREM WARSHAW
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4702122
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,085,594 | $253,270 |
| Non-Discretionary | $3,390,965 | $141,290 |
| Total | $87,476,559 | $245,721 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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