Wealth Management Service and Strategy Types - Global
wm_plan Planning Services
Wealth Management Types classification code wm_plan covers "Planning Services" at level 1 of the Wealth Management Types hierarchy.
Level 15 direct subcategories1 cross-system mapping
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wm_plan in other classification systems
Equivalent and related codes across 1 other system. Click any code to see its full definition, hierarchy, and crosswalks.
Subcategories of wm_plan Planning Services
Frequently asked questions
- What is Wealth Management Types wm_plan?
- Wealth Management Types wm_plan is "Planning Services". Wealth Management Types code wm_plan covers "Planning Services" at level 1 of the Wealth Management Types hierarchy.
- What does Wealth Management Types wm_plan include?
- wm_plan Planning Services contains 5 direct subcategories: wm_plan_estate Estate planning; wm_plan_phil Philanthropic advisory; wm_plan_retire Retirement planning; wm_plan_tax Tax optimization; wm_plan_trust Trust services.
- How does Wealth Management Types wm_plan map to other classification systems?
- wm_plan Planning Services has equivalents in NAICS 2022 (523). These crosswalks let you translate this code between Wealth Management Types and 1 other classification system.
- What is the parent category of wm_plan?
- wm_plan Planning Services sits under wm_plan Planning Services in the Wealth Management Types hierarchy.
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