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 ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($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 |
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