WEALTH PLANNING CORP
SEC file number 801-18378
· CINCINNATI, OH
https://planningcenter.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$454.9M
Discretionary AUM
$438.5M
Employees
10
Clients
456
Firm
- Address
- 8370 E. KEMPER ROAD
CINCINNATI, OH 45249 - Phone
- —
- Website
- https://planningcenter.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Planet Wealth, Inc. Medium name-match confidence · CIK 1747101