WEALTHPLAN PARTNERS, LLC
Doing business as WEALTHPLAN PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$1,120,185,963
Discretionary
$1,080,354,640
Non-discretionary
$39,831,323
Firm details
- CRD number
- 305026
- SEC file number
- 801-117955
- Main office
- OMAHA, NE, United States
- Employees
- 56
- SEC status
- Approved
- Website
- HTTP://FELTZWP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.