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LifePlan Wealth Management Group
LifePlan Wealth Management Group is a wealth management firm registered with the SEC as an RIA, indicating it manages client assets on a fiduciary basis.
LifePlan Wealth Management Group
LifePlan Wealth Management Group is a wealth management firm registered with the SEC as an RIA, indicating it manages client assets on a fiduciary basis. The firm's name suggests a focus on multi-generational financial planning for families. Public records do not specify a founding date, city of headquarters, or named executives. The firm likely provides traditional RIA services including asset allocation, tax management, and estate planning. No recent operational events or specific platforms are available from public information. The firm's structure as an RIA means it operates under regulatory oversight from the SEC or state securities authorities, which imposes disclosure requirements. However, without a website or filings accessed, details on investment approach, team, or client base remain unverifiable.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate 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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