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MEDICUS WEALTH PLANNING, INC.
CRD 282904 · SEC 801-130385
11681 S 700 E, SUITE 200, DRAPER, UT, 84020, United States
Phone
801-994-4777
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.8M
Discretionary AUM
$159.3M
Team
5 total employees; 4 advisory reps; 26 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $45.3M |
| High net worth individuals | 40 | $114.0M |
| Pension/profit sharing plans | 2 | $1.5M |
States served
AZ, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD