Manan Chavda has been an investment adviser representative at Wealth Planning Asset Management Limited Liability since August 2026, and is not listed among the firm’s executive officers or direct owners.
Wealth Planning Asset Management Limited Liability Company is a Bedminster, NJ firm with $121M under management, 224 clients and 4 advisers in one office, as of its September 2026 filing.
- WP Asset ManagementCurrent– present · under a yearBedminster, NJ · Adviser representative · Firm CRD 279034
Investment adviser representative registrations
Manan Chavda is registered as an investment adviser representative in New Jersey, since August 2026.
- New JerseySince 5 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2026 |
| SIE | Securities Industry Essentials Examination | 15 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8305542
- Firm
- Wealth Planning Asset Management Limited Liability · CRD 279034
- Office
- 302 US-202, Bedminster, NJ 07921
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Manan Chavda work?
Manan Chavda is an investment adviser representative registered through Wealth Planning Asset Management Limited Liability Company since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Manan Chavda a financial advisor?
Yes. Manan Chavda has a current investment-adviser registration in New Jersey, through Wealth Planning Asset Management Limited Liability since August 2026.
How many years of experience does Manan Chavda have?
Manan Chavda has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Manan Chavda passed?
Manan Chavda has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Manan Chavda based?
Manan Chavda’s registered office is in Bedminster, NJ.
Is Manan Chavda registered with FINRA?
No. Manan Chavda has no current broker registration.
How can I verify Manan Chavda’s record?
Search CRD 8305542 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Manan Chavda’s full registration record.