MEDICUS WEALTH PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$160,839,869
Discretionary
$159,299,094
Non-discretionary
$1,540,775
Firm details
- CRD number
- 282904
- SEC file number
- 801-130385
- Main office
- DRAPER, UT, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.