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PLAN A WEALTH, LLC
CRD 287860 · SEC 801-110113
7221 PLAZA COURT, LINCOLN, NE, 68516, United States
Phone
402-975-8008
Fax
402-975-8007
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$433.8M
Discretionary AUM
$411.5M
Team
13 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 474 | $130.1M |
| High net worth individuals | 163 | $281.1M |
| Banking/thrift institutions | 2 | $1.3M |
| Pension/profit sharing plans | 9 | $16.2M |
| Charitable organizations | 6 | $4.7M |
| Corporations/business entities | 4 | $438K |
States served
AZ, CA, CO, IL, IA, KS, MN, NE, OH, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD