Overview
Assets Under Management: $1.3 billion
Headquarters: OMAHA, NE
High-Net-Worth Clients: 24
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.55
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 5,895
Discretionary Accounts: 5,191
Non-Discretionary Accounts: 704
Regulatory Filings
CRD Number: 305026
Filing ID: 2012917
Last Filing Date: 2025-08-28 16:21:00
Website: https://wealthplan.partners