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| Happy Holidays!! thanks for using AUM13F!! |
| Plan A Wealth LLC
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| CRD # | 287860 |
| SEC # | 801-110113 |
| CIK # | |
| AUM | $370.4 M (2025-06-09) |
| Employees | 12 (67% Investors, 33% Brokers) |
| Phone | 402-975-8008 |
| Address | 7221 Plaza Court Lincoln, NE 68516 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 423 | 114.8 |
| (b) Individuals (high net worth individuals) | 148 | 234.3 |
| (c) Banking or thrift institutions | 0 | 1.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 15.5 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,930 | 370.4 |
| By Discretionary | ||
| Discretionary | 1,901 | 349.4 |
| Non-Discretionary | 29 | 21.0 |
| Total | 1,930 | 370.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.4 | |
| Total | 1,930 | 370.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Warther Private Wealth LLC
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|
OH | 0.4 |
|
RFG Holdings Inc
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|
TX | 0.4 |
|
Wakefield Asset Management LLLP
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|
CO | 0.4 |
|
NBZ Investment Advisors LLC
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|
TN | 0.4 |
|
Fiat Wealth Management LLC
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|
MN | 0.4 |
|
Nikulski Financial Inc
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|
IA | 0.4 |
|
Eastover Investment Advisors LLC
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|
NC | 0.4 |
|
Spectrum Wealth Advisory Group LLC
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|
CA | 0.4 |
|
O'Boyle Wealth Management Inc
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|
CA | 0.4 |
|
Global Wealth Strategies and Associates LLC
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|
CO | 0.4 |