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| Wealthplan Partners LLC
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| CRD # | 305026 |
| SEC # | 801-117955 |
| CIK # | 0001639943 |
| AUM | 1,120.2 M (2026-02-24) |
| Employees | 56 (46% Investors, 38% Brokers) |
| Phone | 402-691-0200 |
| Address | 101 South 108th Avenue Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001639943 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Caseys General Stores Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,429 | 0.4 |
| (b) Individuals (high net worth individuals) | 248 | 0.6 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (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 | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,681 | 1.1 |
| By Discretionary | ||
| Discretionary | 3,446 | 1.1 |
| Non-Discretionary | 235 | 0.0 |
| Total | 3,681 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 3,681 | 1.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001639943] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.7B |
| Serves | Institutional, Retail |
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