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Wealth Planning Advisory Group H-1B company data

Employer profile assembled from DOL OFLC LCA rows and USCIS H-1B Employer Data Hub petition summaries. Rows below include aliases, source IDs, filing coverage, petition counts, role coverage, worksite coverage, and wage summary fields when present.

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"
}

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