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).
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Total Assets Under Management65MILLION
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Total Number of Accounts100ACCOUNTS
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Average Account Value$650,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA
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.
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.
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.
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.