Wealth Planning Group
Wealth Planning Group is a private equity manager in Baltimore, MD. It is registered with the SEC as an investment adviser with $360.9M in regulatory assets and 6 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$360.9M
Staff
6
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$360.9M
Employees6
Clients300 individuals, 80 wealthy individuals and 19 pension plans.
Control personsSteven, Joseph Gessner, Todd, Foster Paradise, Nicole, Marie Reese.
Private funds1 private funds holding $2.4M in gross assets.
Private funds it reports
FundTypeGross assets
Zebra Municipal Bond Arbitrage Fund
Private equity
$2.4M