RIA Intel›Advisers›Nebraska›WEALTHPLAN PARTNERS, INC.

WEALTHPLAN PARTNERS, INC.

Advisory

N·OMAHA, NE

Data as of Jun 30, 2020 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+18.7%

3-Year CAGR

+14.3%

Employees

32

Assets Under Management

Total AUM$2.0B

Discretionary AUM$2.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees32

Investment Advisers84

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingAug 26, 2011

Latest FilingJun 30, 2020

🔒 Full AUM trend chart and 53 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTHPLAN PARTNERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.