Wealthplan Partners Inc
- Assets, Funds, Holdings
| Wealthplan Partners Inc
|
| CRD # | 158935 |
| SEC # | 801-72705 |
| CIK # | 0001639943 |
| AUM |
|
| Employees |
84 (38% Investors, 36% Brokers)
|
| Phone | 402-333-5454 |
| Address | 101 South 108th Avenue
Omaha, NE 68154 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($BB) |
Value ($BB) |
|
AAPL
|
2,382.8 |
0.1 |
|
PEP
|
226.8 |
0.0 |
|
JNJ
|
465.6 |
0.0 |
|
WPC
|
16.4 |
0.0 |
|
ADM
|
42.8 |
0.0 |
|
ABBV
|
269.5 |
0.0 |
|
O
|
41.6 |
0.0 |
|
CVX
|
294.6 |
0.0 |
|
NUE
|
28.7 |
0.0 |
|
MSM
|
4.1 |
0.0 |
|
View All
|
| Holdings by Sector ($BB) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
2,916
|
946.4 |
| (b) Individuals (high net worth individuals) |
389
|
589.4 |
| (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 |
88 |
366.4 |
| (h) Charitable organizations |
19 |
44.2 |
| (i) State or municipal government entities |
0 |
4.4 |
| (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 |
18 |
26.5 |
| (n) Other |
0 |
0.0 |
| Total |
7,511 |
1,977.2 |
| By Discretionary |
| Discretionary |
7,511 |
1,977.2 |
| Non-Discretionary |
0 |
0.0 |
| Total |
7,511 |
1,977.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,977.2 |
| Total |
7,511 |
1,977.2 |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}
{"uid": 72855764, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
93675079