Does Wealth Planning Advisory Group sponsor H-1B visas?

Yes. Wealth Planning Advisory Group filed 9 H-1B labor condition applications with the U.S. Department of Labor (FY2017-FY2025), of which 8 were certified. LCA filings are labor-condition applications certified by the U.S. Department of Labor, not active job postings or approved USCIS H-1B petitions.

How many H-1B applications has Wealth Planning Advisory Group filed?

Wealth Planning Advisory Group has 9 H-1B LCA filings on record spanning FY2017-FY2025 across 2 role titles and 4 worksites.

What roles does Wealth Planning Advisory Group sponsor for H-1B?

The most common H-1B role at Wealth Planning Advisory Group is Portfolio Manager (4 filings). Other frequent roles include Financial Analyst.

What wages does Wealth Planning Advisory Group offer H-1B workers?

For its most-sponsored role (Portfolio Manager), Wealth Planning Advisory Group reported offered wages ranging from $100,000 to $0 in DOL LCA filings.

Home / Companies / Wealth Planning Advisory Group

Wealth Planning Advisory Group H-1B company data

Name: Wealth Planning Advisory Group H-1B / LCA filings
Creator: bluedoor

Summary

Wealth Planning Advisory Group filed 9 H-1B labor condition applications (LCAs) with the U.S. Department of Labor between FY2017-FY2025.

Of those, 8 were certified (a 100% certification rate among adjudicated filings).

The filings span 2 distinct role titles across 4 worksites.

The most-sponsored role was Portfolio Manager (4 filings), with offered wages from $100,000 to $0.

Separately, USCIS H-1B Employer Data Hub records show 3 approved and 0 denied H-1B petitions for this employer.

LCA filings are labor-condition applications certified by the U.S. Department of Labor, not active job postings or approved USCIS H-1B petitions.

Role rows Wage rows Trends

Employer	LCA filings	Role titles	Worksites	Coverage	USCIS approvals	Top role	Sources	Open
Wealth Planning Advisory Group WEALTH PLANNING ADVISORY GROUP	9	2	4	FY2017 to FY2025 Latest decision 2025-06-12	3	PORTFOLIO MANAGER 4 filings	dol_oflc_lca, uscis_h1b_employer_data_hub	Profile

Activity summary

LCA filings	9
Certified LCAs	8
Denied LCAs	0
Role titles	2
Worksites	4
Latest decision	2025-06-12
USCIS approvals	3
USCIS denials	0

Aliases and source names

Aliases	Source Names	Sources
WEALTH PLANNING ADVISORY GROUP	Wealth Planning Advisory Group, WEALTH PLANNING ADVISORY GROUP	dol_oflc_lca, uscis_h1b_employer_data_hub

Top roles

Title	SOC	LCA filings	Low wage min	High wage max
PORTFOLIO MANAGER	11-9199	4	$100,000	$0
Portfolio Manager	11-3031.03 Investment Fund Managers	2	$192,000	$192,000
PORTFOLIO MANAGER	11-9199.03 Investment Fund Managers	2	$120,000	$120,000
Financial Analyst	13-2051.00 Financial and Investment Analysts	1	$85,301	$85,301

Top markets

City	State	Postal Code	LCA Count	Role Title Count	Wage Low Min	Wage High Max	First Fiscal Year	Latest Fiscal Year
Bedminster	NJ	07921	4	2	85,301	192,000	2,017	2,025
Bernardsville	NJ	07924	2	1	100,000	0	2,018	2,018
Bernardsville	NJ	7924	2	1	120,000	120,000	2,020	2,020
Bedminister	NJ	07921	1	1	100,000	0	2,017	2,017

Full company payload

Company ID	company:wealth planning advisory group
Name	Wealth Planning Advisory Group
Normalized Name	wealth planning advisory group
Source Company Ids	company_dol_oflc_lca_wealth_planning_advisory_group, company_uscis_h1b_datahub_wealth_planning_advisory_group_tax_3576
Source Names	Wealth Planning Advisory Group, WEALTH PLANNING ADVISORY GROUP
Aliases	WEALTH PLANNING ADVISORY GROUP
Sources	dol_oflc_lca, uscis_h1b_employer_data_hub

Names

{
  "source_names": [
    "Wealth Planning Advisory Group",
    "WEALTH PLANNING ADVISORY GROUP"
  ],
  "dba_names": [],
  "name_variants": [
    {
      "value": "WEALTH PLANNING ADVISORY GROUP",
      "filing_count": 8,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2023,
      "source": "dol_oflc_lca"
    },
    {
      "value": "Wealth Planning Advisory Group",
      "filing_count": 1,
      "first_fiscal_year": 2025,
      "latest_fiscal_year": 2025,
      "source": "dol_oflc_lca"
    },
    {
      "value": "WEALTH PLANNING ADVISORY GROUP",
      "source": "uscis_h1b_employer_data_hub"
    }
  ]
}

Identifiers

[
  {
    "identifier_type": "tax_id_last_four",
    "identifier_value": "3576",
    "source": "uscis_h1b_employer_data_hub"
  }
]

LCA Activity

{
  "lca_count": 9,
  "case_count": 9,
  "role_title_count": 2,
  "worksite_count": 4,
  "total_workers": 9,
  "first_fiscal_year": 2017,
  "first_received_date": "2017-04-05",
  "latest_fiscal_year": 2025,
  "latest_decision_date": "2025-06-12",
  "certified_count": 8,
  "denied_count": 0,
  "status_breakdown": [
    {
      "value": "Certified",
      "filing_count": 5,
      "first_fiscal_year": 2020,
      "latest_fiscal_year": 2025,
      "source": "dol_oflc_lca"
    },
    {
      "value": "CERTIFIED",
      "filing_count": 3,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2018,
      "source": "dol_oflc_lca"
    },
    {
      "value": "WITHDRAWN",
      "filing_count": 1,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2017,
      "source": "dol_oflc_lca"
    }
  ],
  "visa_class_breakdown": [
    {
      "value": "H-1B",
      "filing_count": 9,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2025,
      "source": "dol_oflc_lca"
    }
  ],
  "full_time_position_breakdown": [
    {
      "value": "Y",
      "filing_count": 9,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2025,
      "source": "dol_oflc_lca"
    }
  ]
}

Petition Activity

{
  "initial_approval": 0,
  "initial_denial": 0,
  "continuing_approval": 0,
  "continuing_denial": 0,
  "total_approval": 3,
  "total_denial": 0,
  "fiscal_years": [
    "2015",
    "2017",
    "2020"
  ],
  "year_metrics": [
    {
      "cities": [
        "Bedminster"
      ],
      "states": [
        "NJ"
      ],
      "fiscal_year": 2015,
      "naics_codes": [
        "52"
      ],
      "postal_codes": [
        "07921"
      ],
      "total_denial": 0,
      "initial_denial": 0,
      "total_approval": 1,
      "initial_approval": 0,
      "continuing_denial": 0,
      "petition_count_id": "petition_count_uscis_h1b_archive_wealth_planning_advisory_group_tax_3576_2015",
      "source_record_ids": [
        "sr_uscis_h1b_datahub_2015_row_007619"
      ],
      "continuing_approval": 1
    },
    {
      "cities": [
        "Bedminster"
      ],
      "states": [
        "NJ"
      ],
      "fiscal_year": 2017,
      "naics_codes": [
        "52"
      ],
      "postal_codes": [
        "07921"
      ],
      "total_denial": 0,
      "initial_denial": 0,
      "total_approval": 1,
      "initial_approval": 0,
      "continuing_denial": 0,
      "petition_count_id": "petition_count_uscis_h1b_archive_wealth_planning_advisory_group_tax_3576_2017",
      "source_record_ids": [
        "sr_uscis_h1b_datahub_2017_row_007065"
      ],
      "continuing_approval": 1
    },
    {
      "cities": [
        "Bernardsville"
      ],
      "states": [
        "NJ"
      ],
      "fiscal_year": 2020,
      "naics_codes": [
        "52"
      ],
      "postal_codes": [
        "07924"
      ],
      "total_denial": 0,
      "initial_denial": 0,
      "total_approval": 1,
      "initial_approval": 0,
      "continuing_denial": 0,
      "petition_count_id": "petition_count_uscis_h1b_archive_wealth_planning_advisory_group_tax_3576_2020",
      "source_record_ids": [
        "sr_uscis_h1b_datahub_2020_row_053280"
      ],
      "continuing_approval": 1
    }
  ]
}

Addresses

{
  "office_addresses": [
    {
      "address_kind": "office",
      "raw_address": "BEDMINSTER NJ 07921",
      "city": "Bedminster",
      "state": "NJ",
      "postal_code": "07921",
      "filing_count": 4,
      "case_count": 4,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2025,
      "latest_decision_date": "2025-06-12",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "office",
      "raw_address": "BERNARDSVILLE NJ 7924",
      "city": "Bernardsville",
      "state": "NJ",
      "postal_code": "7924",
      "filing_count": 2,
      "case_count": 2,
      "first_fiscal_year": 2020,
      "latest_fiscal_year": 2020,
      "latest_decision_date": "2020-05-05",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "office",
      "raw_address": "BEDMINISTER NJ 07921",
      "city": "Bedminister",
      "state": "NJ",
      "postal_code": "07921",
      "filing_count": 2,
      "case_count": 2,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2018,
      "latest_decision_date": "2018-09-11",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "office",
      "raw_address": "BERNARDSVILLE NJ 07924",
      "city": "Bernardsville",
      "state": "NJ",
      "postal_code": "07924",
      "filing_count": 1,
      "case_count": 1,
      "first_fiscal_year": 2018,
      "latest_fiscal_year": 2018,
      "latest_decision_date": "2018-09-11",
      "source_ids": [
        "dol_oflc_lca"
      ]
    }
  ],
  "worksite_addresses": [
    {
      "address_kind": "worksite",
      "raw_address": "BEDMINSTER NJ 07921",
      "city": "Bedminster",
      "county": "Somerset",
      "state": "NJ",
      "postal_code": "07921",
      "filing_count": 4,
      "case_count": 4,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2025,
      "latest_decision_date": "2025-06-12",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "worksite",
      "raw_address": "BERNARDSVILLE NJ 7924",
      "city": "Bernardsville",
      "county": "Somerset",
      "state": "NJ",
      "postal_code": "7924",
      "filing_count": 2,
      "case_count": 2,
      "first_fiscal_year": 2020,
      "latest_fiscal_year": 2020,
      "latest_decision_date": "2020-05-05",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "worksite",
      "raw_address": "BERNARDSVILLE NJ 07924",
      "city": "Bernardsville",
      "county": "Somerset",
      "state": "NJ",
      "postal_code": "07924",
      "filing_count": 2,
      "case_count": 2,
      "first_fiscal_year": 2018,
      "latest_fiscal_year": 2018,
      "latest_decision_date": "2018-09-11",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "worksite",
      "raw_address": "BEDMINISTER NJ 07921",
      "city": "Bedminister",
      "county": "Somerset",
      "state": "NJ",
      "postal_code": "07921",
      "filing_count": 1,
      "case_count": 1,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2017,
      "latest_decision_date": "2017-04-06",
      "source_ids": [
        "dol_oflc_lca"
      ]
    }
  ],
  "summary": {
    "office_address_count": 4,
    "worksite_address_count": 4,
    "has_street_address_evidence": true,
    "caveat": "LCA employer/worksite addresses are capped filing evidence scoped to matched source company names and should not be treated as verified headquarters without external validation."
  }
}

Geography

{
  "states": [
    "NJ"
  ],
  "cities": [
    "Bedminster",
    "Bernardsville",
    "Bedminister"
  ],
  "postal_codes": [
    "07921",
    "07924",
    "7924"
  ],
  "top_markets": [
    {
      "city": "Bedminster",
      "state": "NJ",
      "postal_code": "07921",
      "lca_count": 4,
      "role_title_count": 2,
      "wage_low_min": 85301,
      "wage_high_max": 192000,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2025
    },
    {
      "city": "Bernardsville",
      "state": "NJ",
      "postal_code": "07924",
      "lca_count": 2,
      "role_title_count": 1,
      "wage_low_min": 100000,
      "wage_high_max": 0,
      "first_fiscal_year": 2018,
      "latest_fiscal_year": 2018
    },
    {
      "city": "Bernardsville",
      "state": "NJ",
      "postal_code": "7924",
      "lca_count": 2,
      "role_title_count": 1,
      "wage_low_min": 120000,
      "wage_high_max": 120000,
      "first_fiscal_year": 2020,
      "latest_fiscal_year": 2020
    },
    {
      "city": "Bedminister",
      "state": "NJ",
      "postal_code": "07921",
      "lca_count": 1,
      "role_title_count": 1,
      "wage_low_min": 100000,
      "wage_high_max": 0,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2017
    }
  ]
}

Industry

{
  "naics_codes": [
    "523940",
    "52"
  ],
  "naics_breakdown": [
    {
      "value": "523930",
      "filing_count": 8,
      "first_fiscal_year": 2017,
      "latest_fiscal_year": 2023,
      "source": "dol_oflc_lca"
    },
    {
      "value": "523940",
      "filing_count": 1,
      "first_fiscal_year": 2025,
      "latest_fiscal_year": 2025,
      "source": "dol_oflc_lca"
    }
  ]
}

Wage Summary

{
  "annualized_low_min": 85301,
  "annualized_high_max": 192000,
  "annualized_low_avg": 123255.666666667
}

Trend

[
  {
    "fiscal_year": 2017,
    "quarter": "Q2",
    "lca_count": 2,
    "case_count": 2,
    "role_title_count": 1,
    "worksite_count": 2,
    "wage_low_min": 100000,
    "wage_high_max": 0,
    "wage_low_avg": 100000
  },
  {
    "fiscal_year": 2018,
    "quarter": "Q2",
    "lca_count": 2,
    "case_count": 2,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 100000,
    "wage_high_max": 0,
    "wage_low_avg": 100000
  },
  {
    "fiscal_year": 2020,
    "quarter": "Q3",
    "lca_count": 2,
    "case_count": 2,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 120000,
    "wage_high_max": 120000,
    "wage_low_avg": 120000
  },
  {
    "fiscal_year": 2023,
    "quarter": "Q4",
    "lca_count": 2,
    "case_count": 2,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 192000,
    "wage_high_max": 192000,
    "wage_low_avg": 192000
  },
  {
    "fiscal_year": 2025,
    "quarter": "Q3",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 85301,
    "wage_high_max": 85301,
    "wage_low_avg": 85301
  }
]

Links

{
  "roles": "/v1/roles?company=Wealth%20Planning%20Advisory%20Group",
  "wages": "/v1/wages?company=Wealth%20Planning%20Advisory%20Group",
  "trends": "/v1/trends?company=Wealth%20Planning%20Advisory%20Group"
}

Frequently asked questions

Does Wealth Planning Advisory Group sponsor H-1B visas?: Yes. Wealth Planning Advisory Group filed 9 H-1B labor condition applications with the U.S. Department of Labor (FY2017-FY2025), of which 8 were certified. LCA filings are labor-condition applications certified by the U.S. Department of Labor, not active job postings or approved USCIS H-1B petitions.
How many H-1B applications has Wealth Planning Advisory Group filed?: Wealth Planning Advisory Group has 9 H-1B LCA filings on record spanning FY2017-FY2025 across 2 role titles and 4 worksites.
What roles does Wealth Planning Advisory Group sponsor for H-1B?: The most common H-1B role at Wealth Planning Advisory Group is Portfolio Manager (4 filings). Other frequent roles include Financial Analyst.
What wages does Wealth Planning Advisory Group offer H-1B workers?: For its most-sponsored role (Portfolio Manager), Wealth Planning Advisory Group reported offered wages ranging from $100,000 to $0 in DOL LCA filings.

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