WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY

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WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY

UUID21a60975-ec83-52c3-b75d-f71b2d452c6b

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	279034	279034	—	1.0
sec_file_number	801-125014	801-125014	—	—

Profile

Website—

HQ CityBEDMINSTER

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

WP ASSET MANAGEMENT adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)115,324,452.0
RAUM (discretionary)101,111,858.0
Actionable assets24,754,992.0
Accounts494.0

Institutional Clients

Government AUM0.0
Pension AUM21,086,065.0
Charitable AUM0.0
HNW AUM3,668,927.0

As of 2025-05-15 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
VEMPARALA, SEKHAR, CHANDRA	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016005", "owner_id": "2081179", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/15/2025 11:52:09 AM",
  "filing_id": "2016005",
  "reg_type": "IA"
}
```

WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1