Medicus Wealth Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Draper, UT. Its latest Form ADV filing, dated March 20, 2026, reports $161M in regulatory assets under management, 5 employees, 2 offices, and 558 accounts.
Assets Under Management
$161M
Employees
5
Offices
2 offices
Total Clients
196
Primary office
DRAPER, UT
11681 S 700 E, SUITE 200, DRAPER, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
154
2
HNWI
20.4%
40
3
Pension Plans
1.0%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of March 20, 2026
Discretionary99.0%
$159M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
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$161M
Total Accounts558
10Y AUM Change+$60M (+59.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change+1 (+25.0%)
* 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.