# Wealth Planning Systems

Wealth Planning Systems is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126390
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126390

## About

Wealth Planning Systems, LLC is a state-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### Does the firm manage assets on a discretionary basis?

Without a publicly detailed ADV or website disclosure, the exact discretionary posture remains unconfirmed. Multi-family offices of this type commonly provide both discretionary management for liquid portfolios and non-discretionary advice on private fund commitments, with all decisions filtered through the tax and estate plan that the firm helps design.

## Related profiles

- [Engleson & Associates](https://altss.com/profile/engleson-and-associates)
- [Pension Planning Solutions](https://altss.com/profile/pension-planning-solutions-inc)

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Last updated: 2026-07-06T01:24:28.681Z

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