Firm profile

GAINPLAN LLC

BLOOMFIELD HILLS, MICRD 174427Latest ADV March 5, 2026

Gainplan LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 5, 2026, reports $462M in regulatory assets under management, 12 employees, and 1,491 accounts.

Assets Under Management
$462M
Employees
12
Offices
--
Total Clients
495
Primary office
BLOOMFIELD HILLS, MI
800 W. LONG LAKE ROAD, SUITE 100, BLOOMFIELD HILLS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOWayne A. Bell-warren

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
292
2
HNWI
37.6%
186
3
Pension Plans
3.4%
17
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$462Mas of March 5, 2026
Discretionary86.1%
$397M
86% of total RAUM86.1%
Non-discretionary13.9%
$64M
14% of total RAUM13.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$462M
Total Accounts1,491
10Y AUM Change+$264M (+133.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee41:1
10Y Employee Change+3 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.