# Plancorr Wealth Management

Plancorr Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** plancorr.com

## Regulatory record

- **CRD number:** 148336
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148336

## About

PLANCORR WEALTH MANAGEMENT, LLC is a state-registered investment adviser in NOTTINGHAM, MD. It has 1 employee and 1 investment adviser. The firm is based in Maryland.

## Questions

### Who runs investment decisions at Plancorr Wealth Management?

No named principals or investment committee members have been identified in public records or news archives. The firm's ownership and leadership structure remain undisclosed (public record).

### What is the firm's AUM or assets under management?

Plancorr Wealth Management does not publicly disclose its AUM. No regulatory filing or third-party estimate has reported a specific figure (SEC ADV filing search).

### Does the firm have a known investment strategy or sector focus?

No strategy description, sector preference, or asset-class allocation has been published. The firm's lack of public presence makes any such claim speculative (public record).

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Last updated: 2026-08-10T23:49:37.812Z

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