WealthPlans, LLC

EST. AUM
$219,586,872

CONTACTS

CLIENT ACCOUNTS
179

Firm Details

Metro area Washington, DC
CRD Number 311560
Website wealthplansllc.com
Client types

Overview

Effective May 29, 2026, WealthPlans, LLC was officially acquired by Waverly Advisors, LLC.

Platform Details

Investment Preferences

Alternative Activity