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WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD 311364 · SEC 801-120004
101 S 108TH AVE, 3RD FLOOR, OMAHA, NE, 68154, United States
Phone
402-691-0200
Fax
402-333-8724
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.19B
Discretionary AUM
$2.14B
Team
34 total employees; 14 advisory reps; 372 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1693 | $715.6M |
| High net worth individuals | 375 | $1.17B |
| Pension/profit sharing plans | 52 | $206.7M |
| Charitable organizations | 9 | $61.2M |
| State/municipal entities | 1 | $4.3M |
| Corporations/business entities | 15 | $28.0M |
States served
AZ, CA, CO, DE, DC, IL, IA, KS, LA, MD, MA, MN, MT, NE, NV, NJ, NM, NY, NC, OR, PA, SC, TN, VA, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD