RIA Intel›Advisers›Nebraska›WEALTHPLAN PARTNERS, LLC

WEALTHPLAN PARTNERS, LLC

Advisory

N·OMAHA, NE

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

-29.9%

3-Year CAGR

-10.8%

Employees

26

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$40M

Discretionary %96.4%

Total Clients2,424

Team

Total Employees26

Investment Advisers56

Employee Growth (1Y)-17.2%

Filing History

Total Filings on Record23

First FilingDec 16, 2019

Latest FilingJul 21, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 7+ 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, LLC

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