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Wealthmap Planning
Wealthmap Planning is an SEC-registered investment adviser based in the United States, serving high-net-worth and ultra-high-net-worth families.
Wealthmap Planning
Wealthmap Planning is an SEC-registered investment adviser based in the United States, serving high-net-worth and ultra-high-net-worth families. The firm was founded to bridge the gap between institutional-grade alternative investments and private wealth clients. Wealthmap Planning allocates capital primarily across private credit, direct real estate, and infrastructure assets. It favors direct co-investments and club deals alongside established sponsors, often targeting stabilized cash-flowing assets with downside protection. The firm structures portfolios to emphasize current income and long-term total return, with a tilt toward senior secured debt and core-plus real estate. Geographic focus is concentrated in the United States, with selective exposure to Western Europe and Australia. The firm's team size and total assets under management are not publicly disclosed. Wealthmap Planning does not maintain public assets under management figures. The firm has not reported any recent operational events in public channels. Wealthmap Planning operates as a traditional RIA rather than a family office, meaning it serves multiple unrelated family clients under a fiduciary framework. Its structural differentiator lies in replicating institutional alternative-asset portfolios for individual families, a model that competes with multi-family office and private-bank wealth management desks.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at Wealthmap Planning?
Wealthmap Planning has not publicly named its investment committee or portfolio managers. The firm is registered with the SEC as an investment adviser, and its Form ADV would list key principals and their backgrounds, but that data was not available in the sources consulted.
How does Wealthmap Planning source proprietary deal flow?
The firm likely sources deals through sponsor relationships cultivated with private credit managers, real estate operators, and infrastructure developers. As an RIA serving high-net-worth clients, it may also access co-investment opportunities through placement agents and investment banks. No specific sourcing network is disclosed publicly.
Is Wealthmap Planning structured as a family office or an RIA?
Wealthmap Planning is structured as an SEC-registered investment adviser (RIA), meaning it manages assets for multiple unrelated families under a fiduciary standard. It operates differently from a single-family office, which serves one founding family. Its model is closer to a multi-family office or a private wealth management firm.
Does Wealthmap Planning participate in fund commitments or only direct deals?
Wealthmap Planning's publicly available information does not specify whether it commits capital to commingled funds or pursues direct investments exclusively. Given its focus on private credit, real estate, and infrastructure, the firm likely uses a mix of direct co-investments and fund commitments depending on the asset class and deal structure.
What investment stages does Wealthmap Planning typically target?
The firm focuses on stabilized, cash-flow-generating assets, suggesting a preference for core and core-plus real estate, senior secured private credit, and operating infrastructure assets. It does not appear to target venture-stage or growth-equity investments based on the disclosed sector tags.
Which sectors does Wealthmap Planning explicitly avoid?
Wealthmap Planning's disclosed sector tags do not include venture capital, growth equity, or early-stage technology. The firm likely avoids sectors with high volatility or unproven cash flows, such as biotech, software startups, or crypto assets. Sector avoidance is inferred from its focus on private credit, real estate, and infrastructure.
Where does the underlying wealth come from?
The sources of wealth managed by Wealthmap Planning are not publicly disclosed. The firm serves high-net-worth and ultra-high-net-worth families, but the origin of those families' wealth — whether from entrepreneurship, inheritance, or corporate exit — is not available from the sources consulted.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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