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Building 2PLAN A WEALTH, LLC

Map pinLINCOLN, NE
Phone402-975-8008
NotebookSEC #801-110113
Total AUM
$433.8M
Employees
13
Clients
658

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7221 PLAZA COURT
LINCOLN
NE 68516
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
402-975-8008
Other Offices
1

ReceiptFinancials

Total AUM
$433.8M
Accounts
2,203
Discretionary
$411.5M
Accounts
2,175
Non-Discretionary
$22.3M
Accounts
28

ContactClients

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Individual Clients
474
AUM
$130.1M
HNW Individual Clients
163
AUM
$281.1M
Banking Clients
2
AUM
$1.3M
Pension/Profit Sharing Plan Clients
9
AUM
$16.2M
Charitable Organization Clients
6
AUM
$4.7M
Corporation or Business Clients
4
AUM
$438.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILKSMNMONEOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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