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WEALTHPLANS, LLC

FREDERICK, MD · CRD 311560 · IAPD ↗ · 301-695-2800

$219.6MRegulatory AUM
1Advisory reps
1Employees
18Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — WEALTHPLANS, LLC (FREDERICK, MD) left the SEC roster (was $219.6M RAUM, 1 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
60
April 2026 — WEALTHPLANS, LLC reported RAUM up 27% ($173.1M -> $219.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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