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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION Primary Business Name: WEALTH PLANNERS, LLC CRD Number: 112355ADV OtherThanAnnual Amendment, Page 1Rev. 02/200510/1/2010 11:53:34 AM
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What is primary business name wealth?
Primary business name wealth refers to the total value of assets owned by a business under its primary name.
Who is required to file primary business name wealth?
Any business entity registered under a specific primary name is required to file primary business name wealth.
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Primary business name wealth can be filled out by providing detailed information about the assets owned by the business under its primary name.
What is the purpose of primary business name wealth?
The purpose of primary business name wealth is to determine the total value of assets owned by a business under its primary name for financial reporting and taxation purposes.
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Information such as the value of real estate, equipment, inventory, and cash assets must be reported on primary business name wealth.
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