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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

WEALTH PLANNING AND DESIGN LLC

CRD 281982

SARASOTA, FL

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:d5695f84-cc6b-4d09-3efb-eb6a562f76d8

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Nov 6, 2015 to Mar 29, 2024
28 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: $0Item 5.F on the latest filing (2024-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-106914
CRD: 281982
Filings on the tape: 28
First filed: Nov 6, 2015
Latest filed: Mar 29, 2024
Organised: Limited Liability Company, Florida

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
LEETZOW GROUP LLC	Member	E	yes	12/2019	Dec 12, 2019	Mar 29, 2024
LEETZOW, LEONARD, ERMOND	MANAGING MEMBER	D	yes	10/2012	Dec 12, 2019	Mar 29, 2024
LEETZOW, LEONARD, ERMOND	Manager	Na	yes	12/2019	Dec 12, 2019	Mar 29, 2024
RAMETTA, JONI	MANAGING MEMBER	D	yes	10/2012	Nov 6, 2015	Mar 29, 2024
RAMETTA, JONI	CHIEF COMPLIANCE OFFICER. MANAGER	Na	yes	12/2019	Nov 6, 2015	Mar 29, 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
2023	Mar 29, 2024	$0	$0	2	2	0	n/a	n/a
2022	Mar 22, 2023	$86.8M	$86.8M	3	3	0	n/a	n/a
2021	Feb 7, 2022	$94.8M	$94.8M	3	3	0	n/a	n/a
2020	Feb 27, 2021	$93.9M	$93.9M	2	2	0	n/a	n/a
2019	Apr 29, 2020	$98.9M	$97.3M	2	2	0	n/a	n/a
2018	Mar 27, 2019	$105M	$101M	4	3	0	n/a	n/a
2017	Mar 29, 2018	$115M	$110M	3	3	0	n/a	n/a
2016	Mar 29, 2017	$127M	$123M	3	3	n/a	n/a	n/a
2015	Mar 7, 2016	$113M	$111M	3	3	n/a	n/a	n/a

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
2023	$0	$86.8M	-100.0%	$93.9M	n/a	2	3	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEPSIS ADVISOR SERVICES, INC.	2	Mar 28, 2016	Jan 19, 2016	SARASOTA, FL	Team lift out	Other	50.0%

Relationships

Controls (3)

← RAMETTA, JONIOwnerMANAGING MEMBER, ownership code D, individual
Nov 6, 2015 to presentfactForm ADV
← LEETZOW, LEONARD, ERMONDOwnerMANAGING MEMBER, ownership code D, individual
Dec 12, 2019 to presentfactForm ADV
← LEETZOW GROUP LLCOwnerMEMBER, ownership code E, domestic entity
Dec 12, 2019 to presentfactForm ADV

Registered with (3)

← JONI RAMETTAAdvisorregistration: previous registration
Jan 19, 2016 to Jun 21, 2024factForm ADV
← Jeffrey William SpeersAdvisorregistration: previous registration
Dec 8, 2021 to May 22, 2023factForm ADV
← MARK RAY CLARKAdvisorregistration: previous registration
Dec 17, 2015 to Dec 12, 2019factForm ADV

Moved with (1)

← NEPSIS ADVISOR SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Mar 28, 2016 to Jan 19, 2016factForm ADV

Dated events

Occurred
Jun 21, 2024
Advisor changed firm
Joni Rametta left Wealth Planning And Design Llc for Wr Wealth Planners Llc (registered 2023-04-27)
Form ADVobserved 5 days ago
Occurred
May 22, 2023
Advisor changed firm
Jeffrey William Speers left Wealth Planning And Design Llc for Wr Wealth Planners Llc (registered 2023-04-12)
Form ADVobserved 5 days ago
Occurred
Dec 12, 2019
Control person left
Ray Mark Clark (Managing Member) no longer on Schedule A of Wealth Planning And Design Llc (listed 2019-06-12, absent 2019-12-12)
Form ADVobserved 5 days ago
Occurred
Dec 12, 2019
Control person joined
Joni Rametta (Chief Compliance Officer. Manager) appeared on Schedule A of Wealth Planning And Design Llc
Form ADVobserved 5 days ago
Occurred
Dec 12, 2019
Control person joined
Ermond Leonard Leetzow (Managing Member) appeared on Schedule A of Wealth Planning And Design Llc
Form ADVobserved 5 days ago
Occurred
Nov 6, 2015
First Form ADV filing
Wealth Planning And Design Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5695f84-cc6b-4d09-3efb-eb6a562f76d8
First observed: Nov 6, 2015
Last observed: Mar 29, 2024 30 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 AND DESIGN LLC

CRD 281982

SARASOTA, FL

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:d5695f84-cc6b-4d09-3efb-eb6a562f76d8

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEETZOW GROUP LLC

Member

yes

12/2019

Dec 12, 2019

Mar 29, 2024

LEETZOW, LEONARD, ERMOND

MANAGING MEMBER

yes

10/2012

Dec 12, 2019

Mar 29, 2024

LEETZOW, LEONARD, ERMOND

Manager

yes

12/2019

Dec 12, 2019

Mar 29, 2024

RAMETTA, JONI

MANAGING MEMBER

yes

10/2012

Nov 6, 2015

Mar 29, 2024

RAMETTA, JONI

CHIEF COMPLIANCE OFFICER. MANAGER

yes

12/2019

Nov 6, 2015

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 29, 2024

n/a

2022

Mar 22, 2023

$86.8M

n/a

2021

Feb 7, 2022

$94.8M

n/a

2020

Feb 27, 2021

$93.9M

n/a

2019

Apr 29, 2020

$98.9M

$97.3M

n/a

2018

Mar 27, 2019

$105M

$101M

n/a

2017

Mar 29, 2018

$115M

$110M

n/a

2016

Mar 29, 2017

$127M

$123M

n/a

2015

Mar 7, 2016

$113M

$111M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$86.8M

-100.0%

$93.9M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEPSIS ADVISOR SERVICES, INC.

Mar 28, 2016

Jan 19, 2016

SARASOTA, FL

Team lift out

Other

50.0%