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LifePlan Wealth Management Group
LifePlan Wealth Management Group is a multi family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...
LifePlan Wealth Management Group
LIFEPLAN WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Is LifePlan Wealth Management Group a family office or an RIA?
LifePlan Wealth Management Group is registered as a Registered Investment Advisor (RIA) with the SEC, which means it is a fiduciary financial advisory firm. The name 'Wealth Management Group' and the lack of disclosed direct family principals suggest it operates as a multi-family office or financial planning firm rather than a dedicated single-family office.
What services does LifePlan Wealth Management Group offer?
Based on its likely structure as an RIA, the firm provides financial planning, asset allocation, portfolio management, and estate planning services to high-net-worth individuals and families. Specific service offerings are not confirmed publicly.
Who founded LifePlan Wealth Management Group?
There are no publicly available records indicating the founders of LifePlan Wealth Management Group. The firm does not appear to disclose leadership names on accessible public channels.
How large is LifePlan Wealth Management Group's AUM?
AUM is not disclosed in any public source used for this profile. The firm's size relative to peers cannot be determined without regulatory filings or third-party reports.
Where is LifePlan Wealth Management Group headquartered?
No specific city or address for the firm’s headquarters is available from public records. The firm's registration with the SEC suggests it may be based in the United States, but precise location is unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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