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Manan Chavda

Wp Asset Management

Bedminster, NJ

CRD 8305542

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Employer firm

Wp Asset Management CRD 279034

$121M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wp Asset Management

302 Us-202, Bedminster, NJ 07921 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-05
  • NJ RA
    APPROVED
    Since 2026-08-05

Branch Locations

302 Us-202, Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Planning Advisory Group Bedminster NJ 05/2016 Present
Wealth Planning Asset Management Limited Liability Company Bedminster NJ 05/2026 Present
  • 05/2016 → Present
    Wealth Planning Advisory Group
    Bedminster, NJ
  • 05/2026 → Present
    Wealth Planning Asset Management Limited Liability Company
    Bedminster, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-09
  • S65 Uniform Investment Adviser Law Examination
    2026-05-09
Other Names
  • Manan Chavda

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
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Nearby Investors

CAMILLO ALFONSO MATTEUCCI
ARMANDO GENARO DIRIENZO
BRADLEY JOHN EICH

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ

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