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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2003
- Office Locations
- 2
Office Locations
About Wealth & TAX Planners LLC
Wealth & Tax Planners is an independent Walnut Creek, CA advisory firm (serving clients since 1984) focused on comprehensive financial and retirement planning with an emphasis on tax-aware strategies. Using cash-flow and retirement projection modeling (taxes, inflation, longevity), the team builds diversified, customized plans and coordinates with clients’ CPAs and estate attorneys. Portfolios are ETF-centric and custody includes Charles Schwab; meetings are available in person or remote with 24-hour responsiveness.
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Owner & Executives
MARK ALAN GREENBERG
Owner, PRINCIPAL
- CRD
- #1245314
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS WILLIAM SEPULL JR
--
- CRD
- #2295928
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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