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| Keyboard |
| Medicus Wealth Planning Inc
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|---|---|
| CRD # | 282904 |
| SEC # | 801-130385 |
| CIK # | |
| AUM | 160.8 M (2026-05-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 801-994-4777 |
| Address | 11681 S 700 E Draper, UT 84020 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 45.3 |
| (b) Individuals (high net worth individuals) | 40 | 114.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 558 | 160.8 |
| By Discretionary | ||
| Discretionary | 556 | 159.3 |
| Non-Discretionary | 2 | 1.5 |
| Total | 558 | 160.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.8 | |
| Total | 558 | 160.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 26 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pincus Capital Management LP
✚
|
NY | 161.5 M |
|
Eagle Harbor Asset Management Inc
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|
160.9 M | |
|
MCW Financial Inc
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|
KY | 160.8 M |
|
Steward Advisors LLC
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|
IL | 160.7 M |
|
Dorman Financial Management PA
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|
FL | 160.6 M |
|
Collier Financial Inc
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|
CO | 160.5 M |
|
Old Oak Financial Planning Inc
✚
|
MI | 160.3 M |
|
Fifth Set Private Wealth Management LLC
✚
|
160.3 M | |
|
Inversiones SURA Corp
✚
|
FL | 160.2 M |
|
Turloff Financial Consulting Inc
✚
|
160.0 M |