Feedback
Share
Link
Link copied!
Fund Codex
Wealthplan Partners
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Wealthplan Partners Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Omaha, Nebraska
$2.0 billion AUM
17 offices

Wealthplan Partners is based in Omaha, Nebraska and has $2.0 billion in assets under management.

Location
101 South 108th Avenue
2nd Floor
Omaha, NE 68154
$2.0 billion
AUM
84
Employees
AUM Share
Link
Link copied!
Back to Top
$1,977,232,229
Assets under management
7,511 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,916 $946,420,103 48% $324,561
High net worth individuals 389 $589,413,253 30% $1,515,201
Pension and profit sharing plans 88 $366,383,232 19% $4,163,446
Charitable organizations 19 $44,189,605 2% $2,325,769
State or municipal government entities Fewer than 5 clients $4,369,029
Other corporations or businesses 18 $26,457,007 1% $1,469,834
Employees Share
Link
Link copied!
Back to Top
84
Employees
32
Investment analysts
38% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$1,977,232,229
Assets under management
$23,538,479
AUM per employee
$61,788,507
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Wealthplan Partners makes money through the following ways:

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

Wealthplan Partners 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
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
Link
Link copied!
CRD number 158,935
SEC number 801-72705
Legal structure Corporation
Legal governance Nebraska, United States
Latest ADV filing date March 25, 2020

More Funds

See all...
Ergus Asset Management LTD.
Fund: Under $1 billion
Madison Partners
Fund: $162,256,488
Reliant Consulting & Research, Inc.
Fund: Under $1 billion
Lake Capital Management LLC
Fund: $282,212,349
Bares Capital Management, Inc.
Fund: $3,737,345,968
Pinnacle Ventures
Fund: $183,418,000
CA Adviser, LLC
Fund: $109,615,385
Rain Capital Management
Fund: $353,878,000

Other Funds

See all...
Fiduciary Management, Inc.
Fund: $23,451,125,805
Zebra Advisors, LLC
Fund: $35,256,495
Northrim Adviser, LLC
Fund: Under $1 billion
Byron Financial, LLC
Fund: $464,299,136
Osborne Partners
Fund: $1,632,491,748
M1 Capital Management LLC
Fund: $250,860,960
Ginsburg Financial Advisors
Fund: $215,990,065

All of Fund Codex

See all...

Similar Funds to Wealthplan Partners

See all...