← Tributary

WEALTH PLANNING CORP

CINCINNATI, OH · CRD 105369 · IAPD ↗ · wealthp.com · 513-733-1750

$518.2MRegulatory AUM
7Advisory reps
10Employees
454Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — WEALTH PLANNING CORP (CINCINNATI, OH) left the SEC roster (was $518.2M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — WEALTH PLANNING CORP crossed $500M in regulatory AUM ($454.9M -> $518.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.