# Wysopal Wealth

> Wysopal Wealth is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 330813
- Filed as: WYSOPAL WEALTH
- Legal name: Wysopal Wealth Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330813
- AdvisorCensus page: https://advisorcensus.com/firm/wysopal-wealth-330813

## Quick answers

**How is Wysopal Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Wysopal Wealth 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 Wysopal Wealth registered with the SEC or a state?**
Wysopal Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330813.

**How much does Wysopal Wealth manage?**
Wysopal Wealth reports $6,715,000 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

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

**Does Wysopal Wealth 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/330813

## 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: $6,715,000
- Discretionary: $6,715,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $115,000 |
| High net worth individuals | 6 | $6,600,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wysopalwealth.com](https://wysopalwealth.com)
- Facebook @soaps27
- Instagram @bsoaps27
- LinkedIn @brett-wysopal-cfp®-eca-102ab07a
- TikTok @brett.wysopal
- X @Soaps27

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wysopal Wealth (CRD 330813): Form ADV filing data as of October 2026.