# LifePlan Wealth Management Group

LifePlan Wealth Management Group is a Multi Family Office based in Branford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Branford, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** lifeplanwmg.com
- **LinkedIn:** https://www.linkedin.com/company/lifeplan-wealth-management-group

## Regulatory record

- **CRD number:** 313899
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313899

## About

LifePlan Wealth Management Group is an Independent Registered Investment Advisory firm registered in the State of Connecticut. The firm uses independent third-party managers with unique strategies guided to individual client needs and offers alternative investments for accredited investors along with retirement savings solutions such as 403b, 457, 401k, and IRA plans.

## Sectors

- Wealth Management
- Financial Planning
- Asset Allocation

## People

- Tom Cama — founder and President

## Questions

### 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.

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/lifeplan-wealth-management-group-llc

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