Overview
Assets Under Management: $161 million
Headquarters: DRAPER, UT
High-Net-Worth Clients: 40
Average Client Assets: $2.8 million
Frequently Asked Questions
MEDICUS WEALTH PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282904), MEDICUS WEALTH PLANNING, INC. is subject to fiduciary duty under federal law.
MEDICUS WEALTH PLANNING, INC. is headquartered in DRAPER, UT.
MEDICUS WEALTH PLANNING, INC. serves 40 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, MEDICUS WEALTH PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MEDICUS WEALTH PLANNING, INC. manages $161 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, MEDICUS WEALTH PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.87%
Average Client Assets: $2.8 million
Total Client Accounts: 558
Discretionary Accounts: 556
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 282904
Filing ID: 2077416
Last Filing Date: 2026-03-20 15:58:23