David Efrem Warshaw
Investment adviser representative at The Wealthplan LLC
16 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$87.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- The Wealthplan LLCFeb 2020 to now
- Blueprint Wealth Alliance LLCMar 2018 to Feb 2020
- Wealthplan Risk Management LLCJan 2017 to Feb 2026
- American Portfolios Financial Services, Inc.Oct 2010 to Jan 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
The Wealthplan LLC
$87.5MAssets managed
132Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4702122
- Firm CRD
- 306820