Wealth Planning Group

Asset Manager SEC-registered adviser

Legal name: Wpg Advisers, LLC

Baltimore, MD Website LinkedIn

AUM

$360.9M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$2K
Gross asset value

Employees

6

Last Form D raise

—

From SEC Form ADV filing (filed Mar 28, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

S
Steven Gessner
Member
Source: SEC Form ADV
T
Todd Paradise
Managing Member
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Zebra Municipal Bond Arbitrage Fund, LPPrivate Equity$2K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
291708
SEC file number
801-114047
CIK
2067343

Sources