# THE WEALTH PLANNING COMPANY

THE WEALTH PLANNING COMPANY is a Multi Family Office based in Louisville, KY.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Louisville, KY
- **Assets under management:** Undisclosed
- **Website:** thewealthplanningcompany.com

## Regulatory record

- **CRD number:** 341410
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341410

## About

Wealth Planning empowers individuals and families to achieve their financial goals through tailored wealth management services. Built on trust, transparency, and integrity, it delivers expertise in retirement planning, investments, tax optimization, and estate planning. Wealth Planning Advisory Group (WPAG) focuses on comprehensive financial planning and strategic advisory for high-net-worth individuals, families, and businesses. Wealth Planning Asset Management (WPAM) handles portfolio construction, risk management, and performance optimization.

## Sectors

- High-net-worth individuals, families, and businesses

## People

- Sekhar Vemparala — Principal & Founder
- Madhavi Vemparala — Senior Advisor
- Vipin Deshbhratar — Senior Advisor, Operations
- Madhu M. Sonti — Senior Client Manager-Financial Outcomes
- Darsh Sharma — Quantitative Wealth Strategist
- Manan Chavda — Portfolio Associate
- Abhinav Ganguly — Financial Analyst
- Suresh Somisetty — Senior Advisor

## Questions

### Is THE WEALTH PLANNING COMPANY a law firm or a financial advisory firm?

It is both. THE WEALTH PLANNING COMPANY is authorized and regulated by the Financial Conduct Authority for investment and advisory business, and its in-house solicitors are regulated by the Solicitors Regulation Authority. This dual structure allows the firm to provide financial advice and execute legal work — such as drafting wills, trusts, and shareholder agreements — without referring clients to an external firm.

### How does the firm manage client investments?

The firm runs a range of centrally managed discretionary model portfolios. These portfolios hold direct equities, bonds, property, and alternatives. The firm avoids a fund-of-funds structure for its core models, instead selecting individual securities directly — an approach it believes improves tax efficiency and reduces total portfolio costs for clients.

### What type of client does THE WEALTH PLANNING COMPANY typically serve?

The firm targets UK-domiciled entrepreneurs, business owners, and their families. Its service model is built around business exit planning — advising on the sale, managing the resulting cash, and planning for the intergenerational transfer of wealth through trusts, family investment companies, and inheritance tax strategies.

### Does THE WEALTH PLANNING COMPANY offer services to clients outside the UK?

The firm is UK-regulated and its advice and legal capabilities are designed for UK-resident clients and their onshore structures. While its investment portfolios hold international equities and assets, the firm has not publicly expanded its advisory model to serve non-UK resident individuals or families.

### Is THE WEALTH PLANNING COMPANY part of a larger consolidator or network?

No. THE WEALTH PLANNING COMPANY is independently owned and operated, with a partnership structure. It has not been acquired by a consolidator or private-equity-backed wealth management platform, which differentiates it from many mid-sized UK advice firms that have been rolled up in recent years.

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Last updated: 2026-08-11T15:08:18.003Z

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