Plan A Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated March 10, 2026, reports $434M in regulatory assets under management, 13 employees, 1 office, and 2,203 accounts.
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
474
2
HNWI
24.8%
163
3
Pension Plans
1.4%
9
4
Charitable
0.9%
6
5
Corporations
0.6%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$434Mas of March 10, 2026
Discretionary94.9%
$412M
95% of total RAUM94.9%
Non-discretionary5.1%
$22M
5% of total RAUM5.1%
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$434M
Total Accounts2,203
10Y AUM Change+$434M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee51:1
10Y Employee Change+10 (+333.3%)
* 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.