# 2nd Story Wealth Planners

> 2nd Story Wealth Planners is a state-registered investment advisory firm in Plymouth Meeting, PA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 325409
- Filed as: 2ND STORY WEALTH PLANNERS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plymouth Meeting, PA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325409
- AdvisorCensus page: https://advisorcensus.com/firm/2nd-story-wealth-planners-plymouth-meeting-pa-325409

## Quick answers

**How is 2nd Story Wealth Planners compensated?**
On its Form ADV (Item 5.E, October 2026), 2nd Story Wealth Planners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is 2nd Story Wealth Planners located?**
2nd Story Wealth Planners' principal office is in Plymouth Meeting, PA, according to its Form ADV.

**Is 2nd Story Wealth Planners registered with the SEC or a state?**
2nd Story Wealth Planners is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325409.

**How much does 2nd Story Wealth Planners manage?**
2nd Story Wealth Planners reports $5,489,419 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does 2nd Story Wealth Planners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (6).

**Does 2nd Story Wealth Planners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325409

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,489,419
- Discretionary: $5,489,419
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $3,217,578 |
| High net worth individuals | 6 | $2,271,841 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 2ndstorywealth.com
- Facebook @2ndStoryWealthPlanners
- Instagram @2nd_storywealth
- LinkedIn @2nd-story-wealth-planners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 2nd Story Wealth Planners (CRD 325409): Form ADV filing data as of October 2026.