Manan Chavda
Investment adviser representative at Wp Asset Management
10 yearsExperience
1 stateRegistered in
$121.3MFirm assets
4 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wp Asset ManagementAug 2026 to now
- Wealth Planning Asset Management Limited Liability CompanyMay 2026 to now
- Wealth Planning Advisory GroupMay 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wp Asset Management
Legal name: Wealth Planning Asset Management Limited Liability Company
$121.3MAssets managed
224Clients
3Advisers
4 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
- 8305542
- Firm CRD
- 279034