# WEALTH & TAX PLANNERS LLC

WEALTH & TAX PLANNERS LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 136450
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136450

## About

WEALTH & TAX PLANNERS LLC is a state-registered investment adviser in WALNUT CREEK, CA. The firm manages $75 million in assets, $55 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Wealth & Tax Planners LLC?

Wealth & Tax Planners LLC has not publicly identified its investment committee or lead portfolio manager. The firm is registered as an RIA; client portfolio decisions are handled internally by its advisory team.

### How does Wealth & Tax Planners source proprietary deal flow?

Wealth & Tax Planners does not engage in direct deal sourcing or private market investments. The firm's investment platform is built around tax-efficient public securities such as ETFs, mutual funds, and municipal bonds.

### Does Wealth & Tax Planners participate in fund commitments or only direct deals?

Wealth & Tax Planners does not make fund commitments or direct private market investments. The firm's investment management focuses on public securities and tax-advantaged fixed income products.

### What investment stages does Wealth & Tax Planners typically target?

Wealth & Tax Planners does not target specific investment stages for private companies. Its investment approach centers on publicly traded assets and tax-efficient allocation strategies.

### Which sectors does Wealth & Tax Planners explicitly avoid?

Wealth & Tax Planners has not published a list of excluded sectors. The firm's public securities approach avoids private equity, venture capital, real estate syndications, and other illiquid asset classes.

### How is Wealth & Tax Planners related to other entities?

Wealth & Tax Planners has no publicly disclosed parent company, subsidiary, or spinout relationships. The firm operates as an independent RIA.

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Last updated: 2026-06-03T20:00:00.000Z

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