Wealthplan Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated February 24, 2026, reports $1.1B in regulatory assets under management, 56 employees, 10 offices, and 3,681 accounts.
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
1,429
2
HNWI
14.5%
248
3
Corporations
0.9%
15
4
Charitable
0.7%
12
5
Pension Plans
0.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 24, 2026
Discretionary96.4%
$1.1B
96% of total RAUM96.4%
Non-discretionary3.6%
$40M
4% of total RAUM3.6%
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$1.1B
Total Accounts3,681
10Y AUM Change$-545M (-32.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee31:1
10Y Employee Change-15 (-21.1%)
* 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.