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WEALTHPLAN INVESTMENT MANAGEMENT LLC
OMAHA, NE
402-691-0200
SEC #801-120004Total AUM
$2.2B
Employees
34Clients
2,145Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 S 108TH AVE
3RD FLOOR
OMAHA
NE 68154
United States
3RD FLOOR
OMAHA
NE 68154
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
402-691-0200
Other Offices
4
Financials
Total AUM
$2.2B
Accounts
5,313Discretionary
$2.1B
Accounts
5,160Non-Discretionary
$43.3M
Accounts
153
Clients
Individual Clients
1,693AUM
$715.6M
HNW Individual Clients
375AUM
$1.2B
Pension/Profit Sharing Plan Clients
52AUM
$206.7M
Charitable Organization Clients
9AUM
$61.2M
Government Entity Clients
1AUM
$4.3M
Corporation or Business Clients
15AUM
$28M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLIAILKSLAMAMDMNMOMTNCNENHNJNMNVNYORPASCSDTNTXVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.