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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

WEALTH PLANNING CORP

CRD 105369

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c66533cb-1b2b-6648-7d41-bec16071cfa6

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Mar 8, 2012 to Mar 28, 2025
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $518MItem 5.F on the latest filing (2025-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $500M
Private client RAUM: $485MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 454
Individual clients: 433
High net worth clients: 15
Custody, client assets: $14.7M
SEC number: 801-18378
CRD: 105369
Filings on the tape: 21
First filed: Mar 8, 2012
Latest filed: Mar 28, 2025
Organised: Corporation, OH
Website: wealthp.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STEINBRINK, TODD, ALLAN	PRESIDENT AND CHIEF COMPLIANCE OFFICER	C	yes	07/2016	Mar 28, 2017	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 28, 2025	$518M	$500M	10	7	0	n/a	n/a
2023	Mar 25, 2024	$455M	$439M	10	7	0	n/a	n/a
2022	Mar 22, 2023	$399M	$384M	9	7	0	n/a	n/a
2021	Mar 28, 2022	$445M	$429M	9	7	0	n/a	n/a
2020	Mar 29, 2021	$383M	$368M	10	7	0	n/a	n/a
2019	Mar 27, 2020	$269M	$257M	10	6	0	n/a	n/a
2018	Mar 26, 2019	$292M	$280M	9	5	0	n/a	n/a
2017	Mar 20, 2018	$283M	$271M	7	5	0	n/a	n/a
2016	Mar 28, 2017	$254M	$247M	7	4	n/a	n/a	n/a
2015	Mar 30, 2016	$218M	$208M	8	4	n/a	n/a	n/a
2014	Feb 18, 2015	$217M	$211M	7	4	n/a	n/a	n/a
2013	Mar 25, 2014	$182M	$178M	6	4	n/a	n/a	n/a
2012	Mar 13, 2013	$152M	$148M	6	4	n/a	n/a	n/a
2011	Mar 8, 2012	$125M	$123M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$518M	$455M	13.9%	$445M	5.2%	10	10	0	0

Relationships

Registered with (3)

← Malea A HornbackAdvisorregistration: previous registration
Mar 6, 2023 to Feb 19, 2026factForm ADV
← JAMES CHARLES OLIGERAdvisorregistration: previous registration
Oct 6, 1999 to Mar 29, 2016factForm ADV
← WADE KEITH DANIELAdvisorregistration: previous registration
Nov 8, 1999 to Apr 20, 2010factForm ADV

Controls (1)

← STEINBRINK, TODD, ALLANOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 28, 2017 to Mar 25, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 19, 2026
Advisor changed firm
Malea A Hornback left Wealth Planning Corp for Bouvel Investment Partners, Llc (registered 2026-05-12)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Wealth Planning Corp reported RAUM $383.3M, up 43% from $268.8M (2020-06-15 to 2021-03-29)
Form ADVobserved 5 days ago
$114M
Occurred
Mar 27, 2020
Control person left
Michael Conley Johnson (Founder And Principal) no longer on Schedule A of Wealth Planning Corp (listed 2019-03-26, absent 2020-03-27)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Wealth Planning Corp no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $518.2M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c66533cb-1b2b-6648-7d41-bec16071cfa6
First observed: Mar 8, 2012
Last observed: Mar 28, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH PLANNING CORP

CRD 105369

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c66533cb-1b2b-6648-7d41-bec16071cfa6

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STEINBRINK, TODD, ALLAN

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

07/2016

Mar 28, 2017

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$518M

$500M

n/a

2023

Mar 25, 2024

$455M

$439M

n/a

2022

Mar 22, 2023

$399M

$384M

n/a

2021

Mar 28, 2022

$445M

$429M

n/a

2020

Mar 29, 2021

$383M

$368M

n/a

2019

Mar 27, 2020

$269M

$257M

n/a

2018

Mar 26, 2019

$292M

$280M

n/a

2017

Mar 20, 2018

$283M

$271M

n/a

2016

Mar 28, 2017

$254M

$247M

n/a

2015

Mar 30, 2016

$218M

$208M

n/a

2014

Feb 18, 2015

$217M

$211M

n/a

2013

Mar 25, 2014

$182M

$178M

n/a

2012

Mar 13, 2013

$152M

$148M

n/a

2011

Mar 8, 2012

$125M

$123M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$518M

$455M

13.9%

$445M

5.2%