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WEALTHPLAN PARTNERS
WEALTHPLAN PARTNERS, LLC
CRD 305026 · SEC 801-117955
101 SOUTH 108TH AVENUE, OMAHA, NE, 68154, United States
Phone
402-691-0200
Fax
402-697-7271
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.08B
Team
56 total employees; 26 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1429 | $432.1M |
| High net worth individuals | 248 | $647.6M |
| Pension/profit sharing plans | 7 | $9.1M |
| Charitable organizations | 12 | $11.3M |
| Corporations/business entities | 15 | $20.0M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, IA, KS, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://FELTZWP.COM
- HTTPS://WWW.FITWEALTHADVISORS.COM
- HTTP://WEALTHPLAN.PARTNERS
- HTTP://WWW.WP.PARTNERS
- HTTP://WWW.CMWEALTHKC.COM
- HTTP://WWW.WAYPOINTADVISOR.COM
- HTTPS://WWW.LINKEDIN.COM/IN/MICHAEL-MORAVEC-A5748862/
- HTTPS://WWW.LINKEDIN.COM/IN/CHARLES-E-PRATHER-IV-CFA-CFP%C2%AE-71A47812/
- HTTPS://WWW.LINKEDIN.COM/IN/DAN-FELTZ-CFP%C2%AE-CFS%C2%AE-7A459614/
- HTTP://WWW.MORAVECFINANCIAL.COM/
- HTTPS://WWW.LINKEDIN.COM/IN/RICH-HOLLE-703824146/
- HTTPS://WWW.LINKEDIN.COM/IN/RYAN-FELTZ-64944017/
- HTTPS://WWW.LINKEDIN.COM/IN/J-BRAD-MCCLELLAN-383A2520/***
Official SEC filing: View on IAPD