Investment adviser · CRD 311364

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Aug 24, 2026

Regulatory AUM
$2.19B
Form ADV · Item 5.F
Client accounts
5,313
Accounts, not individual clients
Employees
34
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals375$1,169,462,62753.5%
Individuals1,693$715,578,79432.7%
Retirement plans52$206,667,7049.5%
Charities9$61,179,7002.8%
Corporations & businesses15$28,021,0011.3%
Government entitiesFewer than 5$4,329,4860.2%
Filing source

Form ADV 2127637 · Aug 24, 2026 · 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WEALTHPLAN GROWTH EQUITY FUND, LPHedge Fund · Last reported Aug 24, 2026$0Gross asset value
Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor AKRAM & ASSOCIATES PLLC CARY, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

AKRAM & ASSOCIATES PLLC
PCAOB 5961

Fund details & source
Fund ID
805-6543761884
Reported beneficial owners
0
Minimum commitment
$250K

Form ADV 2127637 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WEALTHPLAN INCOME FUND I LPOther Private Fund · Last reported Aug 24, 2026$0Gross asset value
Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

BDO USA
PCAOB 243

Fund details & source
Fund ID
805-5871473565
Reported beneficial owners
0
Minimum commitment
$100K
Form D file number
021-906791

Form ADV 2127637 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

101 S 108TH AVE, 3RD FLOOR
OMAHA, NE, 68154, United States

CRD 311364

Filing source

Form ADV 2127637 · Aug 24, 2026 · 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.