Wealth Planning Asset Management Limited Liability provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Wealth Planning Asset Management Limited Liability reports 224 clients. They include 177 high-net-worth individuals, 17 pension and profit-sharing plans, and 15 charitable organizations. Of its assets, 84.2% ($102M across 16 accounts) are managed with discretion; $19.1M across 208 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 79% | 82% |
| Pension and profit-sharing plans | 8% | 5% |
| Charitable organizations | 7% | 2% |
| Other investment advisers | 7% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 177 | $99.1M | 81.7% | $560K |
| Pension and profit-sharing plans | 17 | $6.62M | 5.5% | $389K |
| Charitable organizations | 15 | $2.57M | 2.1% | $171K |
| Other investment advisers | 15 | $13M | 10.7% | $867K |
| Total | 224 | $121M | 100% | $542K |
- Clients
- 177
- Regulatory AUM
- $99.1M
- AUM share
- 81.7%
- Avg. per client
- $560K
- Clients
- 17
- Regulatory AUM
- $6.62M
- AUM share
- 5.5%
- Avg. per client
- $389K
- Clients
- 15
- Regulatory AUM
- $2.57M
- AUM share
- 2.1%
- Avg. per client
- $171K
- Clients
- 15
- Regulatory AUM
- $13M
- AUM share
- 10.7%
- Avg. per client
- $867K
Total
- Clients
- 224
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- $542K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Wealth Planning Asset Management Limited Liability charges 1.50%–2.50% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Sekhar Vemparala owns 75% or more of Wealth Planning Asset Management Limited Liability. The leadership team of Wealth Planning Asset Management Limited Liability includes Chief Compliance Officer Sekhar Vemparala. It has 4 employees.
Leadership
- Sekhar VemparalaManaging Member & Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Wealth Planning Asset Management Limited Liability Company
Sekhar Vemparala
Control person · since April 2015
Wealth Planning Asset Management Limited Liability’s regulatory assets fell from $137M (May 2022) to $121M (September 2026); clients rose from 86 to 224 and employees from 1 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $121M | 224 | 4 | 1 |
| May 2025 | $115M | 233 | 2 | 1 |
| March 2024 | $143M | 89 | 1 | 1 |
| March 2023 | $111M | 90 | 1 | 1 |
| May 2022 | $137M | 86 | 1 | 1 |
Besides its headquarters, Wealth Planning Asset Management Limited Liability has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 302 US-202, BedminsterHQ
Contact and registration details
- Legal name
- Wealth Planning Asset Management Limited Liability Company
- Headquarters
- 302 US-202, Bedminster, NJ 07921
- Website
- Not reported
- Phone
- 908-719-8800
- SEC file
- 801-125014
- Structure
- New Jersey LLC
- Fiscal year end
- December
Wealth Planning Asset Management Limited Liability does not have custody of client assets.
At year end, Wealth Planning Asset Management Limited Liability’s separately managed accounts were mostly in funds (60%) and stocks (40%).
What the accounts hold
- Stocks40%
- Funds60%
- Registered funds50%
- Pooled vehicles10%
How many clients does Wealth Planning Asset Management Limited Liability have?
Wealth Planning Asset Management Limited Liability has 224 clients and manages $121 million for them, as of September 2026. They include 177 high-net-worth individuals, 17 pension and profit-sharing plans, and 15 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does Wealth Planning Asset Management Limited Liability offer?
Wealth Planning Asset Management Limited Liability provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Planning Asset Management Limited Liability charge?
Wealth Planning Asset Management Limited Liability charges 1.50%–2.50% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY, filed 3 June 2026
How many financial advisors does Wealth Planning Asset Management Limited Liability have?
Wealth Planning Asset Management Limited Liability has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Planning Asset Management Limited Liability invest in?
At the end of its last fiscal year, Wealth Planning Asset Management Limited Liability’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities and 10% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Planning Asset Management Limited Liability?
Wealth Planning Asset Management Limited Liability’s direct owner is Sekhar Vemparala (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does Wealth Planning Asset Management Limited Liability get paid?
Wealth Planning Asset Management Limited Liability is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealth Planning Asset Management Limited Liability registered with the SEC?
Yes, Wealth Planning Asset Management Limited Liability has been registered with the SEC as an investment adviser since 13 May 2022. Its CRD number is 279034 and its SEC file number is 801-125014.
Source: Form ADV Part 1A, Item 1, filed 1 September 2026; IAPD firm record
How do I contact Wealth Planning Asset Management Limited Liability?
Wealth Planning Asset Management Limited Liability’s main office is at 302 US-202, Bedminster, NJ 07921. Its phone number is 908-719-8800.