# Under Par Planning LLC

Under Par Planning LLC is a RIA based in Buffalo, NY, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Buffalo, NY, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://underparplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jeff-wolniewicz

## Regulatory record

- **CRD number:** 306930
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306930

## About

UNDER PAR PLANNING LLC is a state-registered investment adviser with $33 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### Who runs investment decisions at Under Par Planning LLC?

No principals or investment decision-makers have been publicly named. The firm does not list management publicly, and there are no known press releases, regulatory filings, or other sources identifying the individuals involved.

### Does Under Par Planning LLC participate in fund commitments or only direct deals?

No information exists about the firm's participation in fund commitments, direct investments, or any other form of capital allocation.

### What investment stages does Under Par Planning LLC typically target?

Target investment stages are not disclosed. The firm has not published any investment criteria or stage preferences.

### Which sectors does Under Par Planning LLC explicitly avoid?

Sector exclusions are not published. The firm has not declared any restricted industries for investment.

## Related profiles

- [Triangulum Wealth Management](https://altss.com/profile/triangulum-wealth-management)
- [FINANCIALMD](https://altss.com/profile/financialmd-llc)

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Last updated: 2026-07-09T01:05:23.188Z

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