# SP Wealth Planning

SP Wealth Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/stephen-peiffer-b167132

## Regulatory record

- **CRD number:** 323658
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323658

## About

SP WEALTH PLANNING is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single adviser.

## Questions

### Who runs investment decisions at SP Wealth Planning?

SP Wealth Planning does not publicly disclose specific named principals or investment decision-makers. As a registered investment advisor, the firm operates under a team-based approach with certified financial planners and investment professionals responsible for portfolio construction and client planning.

## Related profiles

- [Collective Wealth Planning](https://altss.com/profile/collective-wealth-planning)
- [Donovan Legacy Advisors](https://altss.com/profile/donovan-legacy-advisors-llc)

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Last updated: 2026-07-06T01:24:25.865Z

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