Wealth & Tax Planners LLC

Wealth & Tax Planners LLC (CRD# 136450) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $65,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3021 Citrus Circle, Suite 200, Walnut Creek, CA 94598
http://www.wtplanners.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $650,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealth & Tax Planners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark Greenberg, financial advisor Walnut Creek CA
Mark A. Greenberg
CRD#: 1245314
3021 Citrus Circle, Suite 200, Walnut Creek, CA 94598

Mark Greenberg (CRD# 1245314) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.

2
Leon Khersonsky, financial advisor Oakland CA
Leon Khersonsky
CRD#: 2530442
Oakland, CA

Leon Khersonsky (CRD# 2530442) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Oakland, CA and has over 29 years of experience in the finance industry.

3
Dusan Pecka, financial advisor Walnut Creek CA
Dusan C. Pecka
CRD#: 2246478
3021 Citrus Circle, Suite 200, Walnut Creek, CA 94598

Dusan Pecka (CRD# 2246478) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Walnut Creek, CA and has over 31 years of experience in the finance industry.

4
Thomas Sepull, financial advisor Danville CA
Thomas W. Sepull
CRD#: 2295928
Danville, CA

Thomas Sepull (CRD# 2295928) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Danville, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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