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| Wealthplan Investment Management LLC
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|---|---|
| CRD # | 311364 |
| SEC # | 801-120004 |
| CIK # | 0001929986 |
| AUM | $1.6 B (2025-06-21) |
| Employees | 40 (35% Investors, 0% Brokers) |
| Phone | 402-691-0200 |
| Address | 101 S 108th Ave Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 80.3 | ||
| Nvidia Corp | 28.3 | ||
| Alphabet Inc | 21.8 | ||
| Microsoft Corp | 20.9 | ||
| Caseys General Stores Inc | 19.9 | ||
| Costco Wholesale Corp /NEW | 19.5 | ||
| Wal Mart Stores Inc | 19.3 | ||
| Amazon Com Inc | 18.1 | ||
| Facebook Inc | 16.9 | ||
| AbbVie Inc | 14.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,317 | 745.8 |
| (b) Individuals (high net worth individuals) | 196 | 633.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 119.2 |
| (h) Charitable organizations | 8 | 50.4 |
| (i) State or municipal government entities | 1 | 4.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,957 | 1,574.4 |
| By Discretionary | ||
| Discretionary | 3,716 | 1,531.8 |
| Non-Discretionary | 241 | 42.6 |
| Total | 3,957 | 1,574.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,574.4 | |
| Total | 3,957 | 1,574.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929986] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fourthought Financial Partners LLC
✚
|
FL | 1.6 |
|
Cullinan Associates Inc
✚
|
KY | 1.6 |
|
Orleans Capital Management Corp
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|
LA | 1.6 |
|
Ethos Financial Group LLC
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|
PA | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
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|
WI | 1.6 |
|
Financial Security Advisory Inc
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|
VA | 1.6 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.6 |
|
A&M Private Wealth Partners LLC
✚
|
FL | 1.6 |
|
XP Advisory US Inc
✚
|
FL | 1.6 |
|
Marco Investment Management LLC
✚
|
GA | 1.6 |