Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

WEALTHPLAN PARTNERS, LLC

dba WEALTHPLAN PARTNERS · CRD 305026 · Registered Investment Adviser

WEALTHPLAN PARTNERS, LLC is a Registered Investment Adviser headquartered in OMAHA, NE. The firm reports $1,120,185,963 in regulatory assets under management across 3,681 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,080,354,640
Non-discretionary$39,831,323
Total RAUM$1,120,185,963
Accounts3,681

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 305026. adviserinfo.sec.gov/firm/summary/305026.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.