Wealth Planning and Design LLC
Legal Name: WEALTH PLANNING AND DESIGN LLC
Full Contact Details
Wealth Planning and Design LLC
6230 UNIVERSITY PARKWAY, SUITE 305, SARASOTA, FL
941-361-1484
941-361-1494
Other Info
WEALTH PLANNING AND DESIGN LLC, a Florida Limited Liability Company, comprises 4 employees, out of which 3 serve in advisory capacities. As the number of clients served by the firm remains unknown, the SEC reveals that it has an approved status and was registered on November 10, 2015.
Wealth Planning and Design
We are a family-oriented office financial planning firm focusing on taxes, estate planning, risk, and investment management based in Sarasota, Florida.
Direct Owners
-
MARK RAY CLARK
MANAGING MEMBER owns 75% or more
-
MARK RAY CLARK
CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%