Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealthplan Investment Management LLC

    Registered investment advisor · Omaha, Nebraska · CRD #311364

    Assets Under Management
    $2.2B
    Client Accounts
    5,313
    Employees
    34
    CRD Number
    311364
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealthplan Investment Management LLC

    WealthPlan Investment Management LLC is an investment advisory firm based in Omaha, NE, offering financial planning, asset allocation, and retirement services. It operates from a single office and provides fiduciary and wealth management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealthplan Investment Management LLC

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    Frequently Asked Questions

    What is Wealthplan Investment Management LLC's AUM?

    Wealthplan Investment Management LLC reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthplan Investment Management LLC headquartered?

    Wealthplan Investment Management LLC is headquartered in Omaha, Nebraska.

    What is Wealthplan Investment Management LLC's CRD number?

    Wealthplan Investment Management LLC's CRD number is 311364. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealthplan Investment Management LLC manage?

    Wealthplan Investment Management LLC manages approximately 5,313 client accounts according to its latest SEC filing.

    Is Wealthplan Investment Management LLC SEC registered?

    Yes, Wealthplan Investment Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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