United Wealth Planning LLC
Legal Name: UNITED WEALTH PLANNING, LLC
377 OAK STREET, SUITE 403, GARDEN CITY, NY
516-222-0021
http://www.unitedwealthplanning.com
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Full Contact Details
United Wealth Planning LLC
377 OAK STREET, SUITE 403, GARDEN CITY, NY
516-222-0021
516-222-0163
Other Info
United Wealth Planning LLC, legally known as UNITED WEALTH PLANNING, LLC, is a New York based Limited Liability Company. They have a small team of three, all of whom hold advisory roles. Currently, the firm serves two clients and their last SEC status was reported as Approved, dated on October 2, 2015.
Direct Owners
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KATHRYN PAYNE BELLER
CHIEF COMPLIANCE OFFICER owns less than 5%
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LEE DELORENZO
PRESIDENT AND MANAGER owns 75% or more