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$219.6M Total AUM
$219.6M Disc. AUM
14.4% 3Y CAGR
1 Employees
194 ADV. Clients
5 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-10-2020
- Office Locations
- 1
Office Locations
5970 Frederick Crossing Lane Suite 201 Frederick MD
About Wealthplans, LLC
Wealthplans, LLC is a Frederick-based RIA. The firm has been operating for 5 years. Managing $219.6M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$219.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAYMOND BRENT COOLEY
Chief Compliance Officer
- CRD
- #2361861
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,586,872 | $1,226,742 |
| Non-Discretionary | $0 | -- |
| Total | $219,586,872 | $1,226,742 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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