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NPPG PLAN PROFESSIONALS, LLC

SHREWSBURY, NJ · CRD 324646 · IAPD ↗ · nppg.com · 732-758-1577

$6.27BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
40States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
June 2026 — NPPG PLAN PROFESSIONALS, LLC notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
37
April 2026 — NPPG PLAN PROFESSIONALS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
57
April 2026 — NPPG PLAN PROFESSIONALS, LLC reported RAUM up 38% ($4.55B -> $6.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
43
April 2025 — NPPG PLAN PROFESSIONALS, LLC notice-filed in AL, MT, OH, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — NPPG PLAN PROFESSIONALS, LLC reported RAUM up 43% ($3.18B -> $4.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
39
April 2024 — NPPG PLAN PROFESSIONALS, LLC notice-filed in NE, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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