# WWA Planning & Investments

> WWA Planning & Investments is a state-registered investment advisory firm in Columbus, IN, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 281159
- Filed as: WWA PLANNING & INVESTMENTS
- Legal name: Wisdom Wealth Abundance, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281159
- AdvisorCensus page: https://advisorcensus.com/firm/wwa-planning-and-investments-columbus-in-281159

## Quick answers

**How is WWA Planning & Investments compensated?**
On its Form ADV (Item 5.E, October 2026), WWA Planning & Investments 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.

**Where is WWA Planning & Investments located?**
WWA Planning & Investments' principal office is in Columbus, IN, according to its Form ADV.

**Is WWA Planning & Investments registered with the SEC or a state?**
WWA Planning & Investments is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281159.

**How much does WWA Planning & Investments manage?**
WWA Planning & Investments reports $105,681,053 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**What types of clients does WWA Planning & Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (39); corporations or other businesses not listed above (2).

**Does WWA Planning & Investments 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/281159

## 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: $105,681,053
- Discretionary: $105,145,837
- Non-discretionary: $535,216

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $19,126,441 |
| High net worth individuals | 39 | $86,012,161 |
| Charitable organizations | 1 | $535,216 |
| Corporations or other businesses not listed above | 2 | $7,235 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wwafp.com
- Facebook @wwaplanning
- LinkedIn @wwafp
- X @wwaplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WWA Planning & Investments (CRD 281159): Form ADV filing data as of October 2026.