PLAN A WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$433,790,573
Discretionary
$411,524,348
Non-discretionary
$22,266,225
Firm details
- CRD number
- 287860
- SEC file number
- 801-110113
- Main office
- LINCOLN, NE, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.