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Wealthplan Advisors, LLC
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Scottsdale, Arizona
$1.6 billion AUM
4 offices

Wealthplan Advisors, LLC is based in Scottsdale, Arizona and has $1.6 billion in assets under management.

Location
7272 E. Indian School Road
Suite 103
Scottsdale, AZ 85251
$1.6 billion
AUM
15
Employees
AUM Share
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$1,623,808,171
Assets under management
871 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 281 $115,818,212 7% $412,164
High net worth individuals 65 $128,198,518 8% $1,972,285
Pension and profit sharing plans 141 $1,371,482,185 84% $9,726,824
Charitable organizations 3 $2,895,793 0% $965,264
Other corporations or businesses 7 $5,413,463 0% $773,352
Employees Share
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15
Employees
8
Investment analysts
53% of total employees
AUM per employee Share
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$1,623,808,171
Assets under management
$108,253,878
AUM per employee
$202,976,021
AUM per investment analyst
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Compensation

Wealthplan Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Wealthplan Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection and monitoring services
Firm data Share
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CRD number 150,573
SEC number 801-76650
Legal structure Limited Liability Company
Legal governance Arizona, United States
Latest ADV filing date March 17, 2020

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