The Wealthplan LLC

CRD 306820 · Great Neck, NY · $87.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 306820
SEC number: 801-130235
Firm type: RIA
Assets under management: $87.5M as of Mar 23, 2026
Website: www.indyfin.com ↗
Phone: 516-400-7111
Address: 60 Cutter Mill Road, Great Neck, NY, 11021

Advisors at this firm

1 in our index · page 1 of 1

David Efrem WarshawCRD 4702122 · Great Neck, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 306820 ↗ FINRA BrokerCheck record for firm CRD 306820 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.