CRD: 281902
Wealth Planning Group LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2015
- Office Locations
- 1
Office Locations
About Wealth Planning Group LLC
Wealth Planning Group is a boutique RIA led by founder Michelle Leisen (CFP®, CDFA®), focused on long-term, client-centered planning for individuals and families. The firm delivers comprehensive financial planning, retirement strategy design, and ongoing investment management, with specialty support through divorce or the death of a spouse. Portfolios emphasize disciplined, risk-aware allocation using public funds and ETFs; custodied at Schwab and Fidelity.
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Investment Themes
Investment Vehicles
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Owner & Executives
MICHELLE MYRA LEISEN
Managing Member, Wealth Advisor
- CRD
- #3114348
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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