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| Plan A Wealth LLC
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|---|---|
| CRD # | 287860 |
| SEC # | 801-110113 |
| CIK # | 0002093645 |
| AUM | 433.8 M (2026-03-10) |
| Employees | 13 (46% Investors, 31% Brokers) |
| Fees | |
| Minimum | |
| Phone | 402-975-8008 |
| Address | 7221 Plaza Court Lincoln, NE 68516 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.9 | ||
| Apple Inc | 3.0 | ||
| Microsoft Corp | 2.6 | ||
| Alphabet Inc | 2.3 | ||
| Texas Pacific Land Corp | 2.0 | ||
| Broadcom Inc | 1.5 | ||
| General Electric Co | 1.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.3 | ||
| Ametek INC/ | 1.1 | ||
| O Reilly Automotive Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 474 | 130.1 |
| (b) Individuals (high net worth individuals) | 163 | 281.1 |
| (c) Banking or thrift institutions | 2 | 1.3 |
| (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 | 9 | 16.2 |
| (h) Charitable organizations | 6 | 4.7 |
| (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 | 4 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,203 | 433.8 |
| By Discretionary | ||
| Discretionary | 2,175 | 411.5 |
| Non-Discretionary | 28 | 22.3 |
| Total | 2,203 | 433.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.8 | |
| Total | 2,203 | 433.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002093645] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Murphy Middleton Hinkle & Parker Inc
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|
GA | 435.3 M |
|
VCI Wealth Management LLC
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MI | 435.1 M |
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Horrell Capital Management Inc
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AR | 435.1 M |
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Comprehensive Financial Planning Inc
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PA | 434.1 M |
|
Sestante Wealth Management LLC
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CA | 433.9 M |
|
Align Financial LLC
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|
MN | 433.7 M |
|
Santori & Peters Inc
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|
PA | 433.5 M |
|
Robinswood Financial LLC
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WA | 433.3 M |
|
Lisanti Capital Growth LLC
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|
NY | 432.5 M |