Investment adviser · CRD 158935
WEALTHPLAN PARTNERS
Investment adviser filing (IA)
WEALTHPLAN PARTNERS, INC.
OMAHA, NE, United States · Form ADV filed Jun 30, 2020
- Regulatory AUM
- $1.98B Form ADV · Item 5.F
- Client accounts
- 7,511 Accounts, not individual clients
- Employees
- 84 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,916 | $946,420,103 | 47.9% |
| High-net-worth individuals | 389 | $589,413,253 | 29.8% |
| Retirement plans | 88 | $366,383,232 | 18.5% |
| Charities | 19 | $44,189,605 | 2.2% |
| Corporations & businesses | 18 | $26,457,007 | 1.3% |
| Government entities | Fewer than 5 | $4,369,029 | 0.2% |
Filing source
Form ADV 1442106 · Jun 30, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
101 SOUTH 108TH AVENUE, 2ND FLOOROMAHA, NE, 68154, United States
CRD 158935
Filing source
Form ADV 1442106 · Jun 30, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.