Investment adviser · CRD 150573
WEALTHPLAN ADVISORS, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Mar 17, 2022
- Regulatory AUM
- $2.33B Form ADV · Item 5.F
- Client accounts
- 982 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 10 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 |
|---|---|---|---|
| Retirement plans | 149 | $1,966,995,262 | 84.6% |
| High-net-worth individuals | 102 | $248,317,592 | 10.7% |
| Individuals | 302 | $82,213,422 | 3.5% |
| Corporations & businesses | 13 | $25,218,918 | 1.1% |
| Charities | Fewer than 5 | $3,569,674 | 0.2% |
Filing source
Form ADV 1623675 · Mar 17, 2022 · 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: Mar 17, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
8777 N GAINEY CENTER DRIVE, SUITE 201SCOTTSDALE, AZ, 85258, United States
CRD 150573
Filing source
Form ADV 1623675 · Mar 17, 2022 · 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.