W
$10.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
74 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2003
- Office Locations
- 1
Office Locations
-- Bloomington MN
About Wealth Planning Systems, LLC
Wealth Planning Systems, LLC is a Bloomington-based RIA. The firm has been operating for 23 years. Managing $10.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$145.1K AVG AUM / CLIENT
12.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES JOHN ROBERTSON
Chief Compliance Officer
- CRD
- #2062244
- Ownership
- 75% or more
Available
Available
Available
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WILLIAM JAMES ROBERTSON
Director of Finance
- CRD
- #401392
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Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,740,000 | -- |
| Total | $10,740,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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