Wealthplan Investment Management LLC 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 March 25, 2026, reports $2.2B in regulatory assets under management, 34 employees, 4 offices, and 5,313 accounts.
Assets Under Management
$2.2B
Employees
34
Offices
4 offices
Total Clients
2,145
Primary office
OMAHA, NE
101 S 108TH AVE, 3RD FLOOR, OMAHA, NE, United States
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
1,693
2
HNWI
17.5%
375
3
Pension Plans
2.4%
52
4
Corporations
0.7%
15
5
Charitable
0.4%
9
Additional categories (<0.1%)
Government<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 25, 2026
Discretionary98.0%
$2.1B
98% of total RAUM98.0%
Non-discretionary2.0%
$43M
2% of total RAUM2.0%
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$2.2B
Total Accounts5,313
10Y AUM Change+$2.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee63:1
10Y Employee Change+28 (+466.7%)
* 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.