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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2022
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, RICK, LEWIS | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLAPPI, BECKY, STRATTON | I | TREASURER | NA | Control |
| SCHLAPPI, BECKY, STRATTON | I | TREASURER | NA | Control |
| SCHLAPPI, BECKY, STRATTON | I | TREASURER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| SCHLAPPI, SCOTT, LARRY | I | MANAGER | NA | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| RETIREMENT PLAN ADVISORS INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| WEALTH MANAGEMENT INC. | DE | MEMBER | D | Control |
| HORTON, RICK, LEWIS | I | SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| HORTON, RICK, LEWIS | I | SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| HORTON, RICK, LEWIS | I | SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| SCHLAPPI, SCOTT, LARRY | I | PRESIDENT, DIRECTOR | C | Control |
| SCHLAPPI, SCOTT, LARRY | I | PRESIDENT, DIRECTOR | C | Control |
| SCHLAPPI, SCOTT, LARRY | I | PRESIDENT, DIRECTOR | C | Control |
| SCHLAPPI, TODD, MATHEW | I | VP, DIRECTOR | B | Control |
| SCHLAPPI, TODD, MATHEW | I | VP, DIRECTOR | B | Control |
| SCHLAPPI, TODD, MATHEW | I | VP, DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| HORTON, RICK, LEWIS | I | WEALTH MANAGEMENT INC. | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
| SCHLAPPI, SCOTT, LARRY | I | RETIREMENT PLAN ADVISORS INC | E | Control |
Registrations
Federal
IA
Mar 17, 2022 REGISTERED
Notice Filings (5)
AZ MO NV TN UT
Address
8777 N GAINEY CENTER DRIVESUITE 201
SCOTTSDALE, AZ 85258
United States
Phone: 480-505-0234