The WEALTHPLAN PARTNERS is a privately held investment adviser that advises $3.31Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WEALTHPLAN PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 36.39% over the last 5-years.
The Group has been registered with the SEC for 6.68 years and is comprised of 2 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 101 S 108TH AVE 3RD FLOOR, OMAHA, NEBRASKA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 90 employees comprised of 40 investment and 50 non-investment staff. The total number of Employees decreased by 10.89% over the last 5-years.
Their $3.31Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 96 other accounts. Assets of High Net Worth Individuals clients own $1.82Bn or 54.97% of Total Assets and Individuals own $1.15Bn or 34.72% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing nan% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WEALTHPLAN PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.