101 South 108th Avenue
Omaha, Nebraska 68154
Tel: 402-691-0200
WEALTHPLAN PARTNERS, formally registered with the SEC as WEALTHPLAN PARTNERS. The firm was established in 11/25/2019. They have over 12 offices throughout the country.
WEALTHPLAN PARTNERS is a Omaha, Nebraska based Financial Planning firm with nearly $1,271,554,814 assets under management, offering retirement planning & investment advisory services to 5895 clients. The firm is staffed with 58 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305026 |
SEC# | 801-117955 |
Assets Managed by Firm | $1,271,554,814 |
No. of Clients | 5895 |
No. of Advisors | 58 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5895 | $1,271,554,814 |
Individuals (other than high net worth individuals) | 2237 | $909,804,972 |
High net worth individuals | 135 | $325,783,253 |
Pension and profit sharing plans | 31 | $11,192,244 |
Charitable organizations | 12 | $10,139,069 |
Corporations or other businesses | 9 | $14,635,276 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,844,463,960 | 299169 | 404 | |
$26,774,389,503 | 110327 | 1111 | |
$24,871,650,720 | 1982 | 50 | |
$10,289,301,520 | 39033 | 545 | |
$9,882,583,283 | 2646 | 76 |
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