Overview
Assets Under Management: $1.6 billion
Headquarters: OMAHA, NE
High-Net-Worth Clients: 14
Average Client Assets: $53 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.37
Average High-Net-Worth Client Assets: $53 million
Total Client Accounts: 3,957
Discretionary Accounts: 3,716
Non-Discretionary Accounts: 241
Regulatory Filings
CRD Number: 311364
Filing ID: 1999235
Last Filing Date: 2025-06-21 12:48:00
Website: https://wealthplan.group