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| Wealthplan Investment Management LLC
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|---|---|
| CRD # | 311364 |
| SEC # | 801-120004 |
| CIK # | 0001929986 |
| AUM | $2.2 B (2026-06-22) |
| Employees | 34 (41% Investors, 0% Brokers) |
| Phone | 402-691-0200 |
| Address | 101 S 108th Ave Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 107.2 | |
| Nvidia Corp | 48.1 | |
| Microsoft Corp | 30.0 | |
| Alphabet Inc | 26.7 | |
| Alphabet Inc | 25.8 | |
| Facebook Inc | 24.0 | |
| Wal Mart Stores Inc | 18.4 | |
| Amazon Com Inc | 16.8 | |
| Chevron Corp | 16.2 | |
| Caseys General Stores Inc | 15.5 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Wealthplan Income Fund I LP | [2026-01-05] | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,693 | 0.7 |
| (b) Individuals (high net worth individuals) | 375 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 0.2 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,313 | 2.2 |
| By Discretionary | ||
| Discretionary | 5,160 | 2.1 |
| Non-Discretionary | 153 | 0.0 |
| Total | 5,313 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 5,313 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929986] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Asset Management Inc
✚
|
CO | 2.2 |
|
ValueQuest Investment Advisors Private Ltd
✚
|
2.2 | |
|
Kiley Juergens Wealth Management LLC
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|
WA | 2.2 |
|
1834 Investment Advisors Co
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|
WI | 2.2 |
|
Independence Asset Advisors LLC
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|
PA | 2.2 |
|
Nadler Financial Group Inc
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|
IL | 2.2 |
|
The Investment Counsel Company of Nevada
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|
NV | 2.2 |
|
Euro Pacific Asset Management LLC
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|
PR | 2.2 |
|
Joel R Mogy Investment Counsel Inc
✚
|
CA | 2.2 |
|
Sigma Investment Counselors Inc
✚
|
MI | 2.2 |