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THE WEALTHPLAN LLC

GREAT NECK, NY · CRD 306820 · IAPD ↗ · thewealthplan.com · 516-400-7111

$87.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — THE WEALTHPLAN LLC changed its website from indyfin.com to thewealthplan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
June 2024 — THE WEALTHPLAN LLC (GREAT NECK, NY) is newly SEC-registered with $62.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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