# Wealthmap Planning

> Wealthmap Planning is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 18, 2026.

- CRD: 339429
- Filed as: WEALTHMAP PLANNING
- Legal name: Wealthmap Planning, Professional Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339429
- AdvisorCensus page: https://advisorcensus.com/firm/wealthmap-planning-339429

## Quick answers

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

**Is Wealthmap Planning registered with the SEC or a state?**
Wealthmap Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339429.

**Does Wealthmap Planning 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/339429

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

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

### Websites listed on Form ADV (Item 1.I)
- wealthmapplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthmap Planning (CRD 339429): Form ADV filing data as of October 2026.