WEALTHPLAN INVESTMENT MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$2,185,239,312
Discretionary
$2,141,973,345
Non-discretionary
$43,265,967
Firm details
- CRD number
- 311364
- SEC file number
- 801-120004
- Main office
- OMAHA, NE, United States
- Employees
- 34
- SEC status
- Approved
- Website
- https://www.wealthplan.group/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.