# Wealth and Plan

> Wealth and Plan is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 339344
- Filed as: WEALTH AND PLAN
- Legal name: Wealth and Plan LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339344
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-and-plan-339344

## Quick answers

**How is Wealth and Plan compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth and Plan reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealth and Plan registered with the SEC or a state?**
Wealth and Plan is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339344.

**How much does Wealth and Plan manage?**
Wealth and Plan reports $0 in regulatory assets under management in its Form ADV filing dated July 6, 2026.

**Does Wealth and Plan 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/339344

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [apple.co/4tWXCuP](https://apple.co/4tWXCuP)
- [open.spotify.com/show/033nqYeBuwZWmAdzhicSO6](https://open.spotify.com/show/033nqYeBuwZWmAdzhicSO6)
- [wealthandplan.com](https://wealthandplan.com)
- Facebook @pijusbulvinas
- Instagram @pbulvinas
- Instagram @wealthandplan
- LinkedIn @wealth-and-plan
- LinkedIn @pijusbulvinas
- YouTube @WealthandPlan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth and Plan (CRD 339344): Form ADV filing data as of October 2026.