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WEALTH PLANNING AND DESIGN LLC

SARASOTA, FL · CRD 281982 · IAPD ↗ · wealthplanninganddesign.com · 941-361-1484

$0Regulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — WEALTH PLANNING AND DESIGN LLC (SARASOTA, FL) left the SEC roster (was $0 RAUM, 2 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

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