# The Wealthplan LLC

The Wealthplan LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** thewealthplanllc.com
- **LinkedIn:** https://www.linkedin.com/company/davidwarshawwp

## Regulatory record

- **CRD number:** 306820
- **SEC file number:** 801-130235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306820

## About

THE WEALTHPLAN LLC is an SEC-registered investment adviser in GREAT NECK, NY, registered since 2024. The firm manages $87 million in assets, $84 million on a discretionary basis. It has 1 employee and 1 investment adviser.

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Last updated: 2026-07-06T01:24:27.130Z

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