WEALTHPLAN ADVISORS, LLC
CRD #150573 SEC #801-76650 SCOTTSDALE, AZ 480-505-0234
SEC Registered
Total AUM
$2.3B
Discretionary
$359.3M
Employees
18
Clients
101
Accounts
982
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $2.3B | $359.3M | $2B | 18 | 0 |
| Mar 2022 | $2.3B | $359.3M | $2B | 18 | 0 |
| Mar 2021 | $1.9B | $295.7M | $1.6B | 19 | 0 |
| Mar 2021 | $1.9B | $295.7M | $1.6B | 19 | 0 |
| Jun 2020 | $1.6B | $267.3M | $1.4B | 15 | 0 |
| Mar 2020 | $1.6B | $267.3M | $1.4B | 15 | 0 |
| Mar 2019 | $1.6B | $244.5M | $1.3B | 18 | 0 |
| Mar 2018 | $1.5B | $228.2M | $1.3B | 21 | 0 |
| Mar 2017 | $1.2B | $225.3M | $945.8M | 20 | 500 |
| Nov 2016 | $1.1B | $206.8M | $917.7M | 17 | 500 |
| Mar 2016 | $1.1B | $206.8M | $917.7M | 17 | 500 |
| Mar 2016 | $1.1B | $206.8M | $917.7M | 17 | 500 |
| Jun 2015 | $1.1B | $219M | $875.3M | 9 | 400 |
| Mar 2015 | $223M | $218.9M | $4.1M | 9 | 400 |
| Mar 2014 | $954M | $160M | $794M | 7 | 400 |
| Mar 2013 | $834M | $154M | $680M | 8 | 500 |
| Apr 2012 | $766.1M | $152.4M | $613.7M | 6 | 300 |
DateMar 2022
Total AUM$2.3B
Discretionary$359.3M
Non-Disc.$2B
Employees18
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$359.3M
Non-Disc.$2B
Employees18
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$295.7M
Non-Disc.$1.6B
Employees19
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$295.7M
Non-Disc.$1.6B
Employees19
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$267.3M
Non-Disc.$1.4B
Employees15
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$267.3M
Non-Disc.$1.4B
Employees15
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$244.5M
Non-Disc.$1.3B
Employees18
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$228.2M
Non-Disc.$1.3B
Employees21
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$225.3M
Non-Disc.$945.8M
Employees20
Clients500
DateNov 2016
Total AUM$1.1B
Discretionary$206.8M
Non-Disc.$917.7M
Employees17
Clients500
DateMar 2016
Total AUM$1.1B
Discretionary$206.8M
Non-Disc.$917.7M
Employees17
Clients500
DateMar 2016
Total AUM$1.1B
Discretionary$206.8M
Non-Disc.$917.7M
Employees17
Clients500
DateJun 2015
Total AUM$1.1B
Discretionary$219M
Non-Disc.$875.3M
Employees9
Clients400
DateMar 2015
Total AUM$223M
Discretionary$218.9M
Non-Disc.$4.1M
Employees9
Clients400
DateMar 2014
Total AUM$954M
Discretionary$160M
Non-Disc.$794M
Employees7
Clients400
DateMar 2013
Total AUM$834M
Discretionary$154M
Non-Disc.$680M
Employees8
Clients500
DateApr 2012
Total AUM$766.1M
Discretionary$152.4M
Non-Disc.$613.7M
Employees6
Clients300