WEALTHPLAN PARTNERS, INC.
Legal name: WEALTHPLAN PARTNERS
CRD #158935 SEC #801-72705 OMAHA, NE 402-333-5454
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
84
Clients
0
Accounts
7,511
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $2B | $2B | $0 | 84 | 55 |
| Mar 2020 | $2B | $2B | $0 | 84 | 55 |
| Sep 2019 | $1.7B | $1.7B | $0 | 71 | 52 |
| Jul 2019 | $1.7B | $1.7B | $0 | 71 | 52 |
| May 2019 | $1.7B | $1.7B | $0 | 71 | 52 |
| May 2019 | $1.7B | $1.7B | $0 | 71 | 52 |
| May 2019 | $1.7B | $1.7B | $0 | 70 | 52 |
| Apr 2019 | $1.7B | $1.7B | $0 | 70 | 52 |
| Apr 2019 | $1.7B | $1.7B | $0 | 70 | 52 |
| Mar 2019 | $1.7B | $1.7B | $0 | 70 | 52 |
| Dec 2018 | $988.1M | $988.1M | $0 | 45 | 50 |
| Nov 2018 | $988.1M | $988.1M | $0 | 45 | 50 |
| Oct 2018 | $988.1M | $988.1M | $0 | 45 | 50 |
| Sep 2018 | $988.1M | $988.1M | $0 | 45 | 50 |
| Feb 2018 | $988.1M | $988.1M | $0 | 45 | 50 |
| Feb 2018 | $988.1M | $988.1M | $0 | 45 | 50 |
| May 2017 | $1.3B | $1.3B | $0 | 45 | 8,700 |
| May 2017 | $1.3B | $1.3B | $0 | 45 | 8,700 |
| Apr 2017 | $1.3B | $1.3B | $0 | 45 | 8,700 |
| Mar 2017 | $1.3B | $1.3B | $0 | 45 | 8,700 |
| Jan 2017 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Jan 2017 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Dec 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Nov 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Oct 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Oct 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Sep 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Jun 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| May 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Mar 2016 | $1.7B | $953.2M | $703.4M | 60 | 2,700 |
| Jan 2016 | $581.7M | $581.7M | $0 | 23 | 2,800 |
| Jan 2016 | $581.7M | $581.7M | $0 | 23 | 2,800 |
| Sep 2015 | $581.7M | $581.7M | $0 | 23 | 2,800 |
| Aug 2015 | $581.7M | $581.7M | $0 | 23 | 2,800 |
| Jun 2015 | $581.7M | $581.7M | $0 | 35 | 2,800 |
| Apr 2015 | $581.7M | $581.7M | $0 | 35 | 2,800 |
| Mar 2015 | $581.7M | $581.7M | $0 | 35 | 2,800 |
| Jan 2015 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Dec 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Dec 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Nov 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Oct 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Sep 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Aug 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Jul 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Mar 2014 | $590.1M | $590.1M | $0 | 25 | 2,600 |
| Feb 2014 | $502.8M | $502.8M | $0 | 25 | 800 |
| Mar 2013 | $502.8M | $502.8M | $0 | 20 | 800 |
| Jul 2012 | $412.9M | $412.9M | $0 | 11 | 800 |
| Apr 2012 | $412.9M | $412.9M | $0 | 11 | 800 |
| Mar 2012 | $412.9M | $412.9M | $0 | 11 | 800 |
| Jan 2012 | $412.9M | $412.9M | $0 | 11 | 800 |
| Aug 2011 | $0 | $0 | $0 | -- | -- |
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees84
Clients55
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees84
Clients55
DateSep 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52
DateMay 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52
DateMay 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52
DateMay 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients52
DateApr 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients52
DateApr 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients52
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees70
Clients52
DateDec 2018
Total AUM$988.1M
Discretionary$988.1M
Non-Disc.$0
Employees45
Clients50
DateNov 2018
Total AUM$988.1M
Discretionary$988.1M
Non-Disc.$0
Employees45
Clients50
DateOct 2018
Total AUM$988.1M
Discretionary$988.1M
Non-Disc.$0
Employees45
Clients50
DateSep 2018
Total AUM$988.1M
Discretionary$988.1M
Non-Disc.$0
Employees45
Clients50
DateFeb 2018
Total AUM$988.1M
Discretionary$988.1M
Non-Disc.$0
Employees45
Clients50
DateFeb 2018
Total AUM$988.1M
Discretionary$988.1M
Non-Disc.$0
Employees45
Clients50
DateMay 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees45
Clients8,700
DateMay 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees45
Clients8,700
DateApr 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees45
Clients8,700
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees45
Clients8,700
DateJan 2017
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateJan 2017
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateDec 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateNov 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateOct 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateOct 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateSep 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateJun 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateMay 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateMar 2016
Total AUM$1.7B
Discretionary$953.2M
Non-Disc.$703.4M
Employees60
Clients2,700
DateJan 2016
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees23
Clients2,800
DateJan 2016
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees23
Clients2,800
DateSep 2015
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees23
Clients2,800
DateAug 2015
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees23
Clients2,800
DateJun 2015
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees35
Clients2,800
DateApr 2015
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees35
Clients2,800
DateMar 2015
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees35
Clients2,800
DateJan 2015
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateDec 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateDec 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateNov 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateOct 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateSep 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateAug 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateJul 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateMar 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees25
Clients2,600
DateFeb 2014
Total AUM$502.8M
Discretionary$502.8M
Non-Disc.$0
Employees25
Clients800
DateMar 2013
Total AUM$502.8M
Discretionary$502.8M
Non-Disc.$0
Employees20
Clients800
DateJul 2012
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients800
DateApr 2012
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients800
DateMar 2012
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients800
DateJan 2012
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients800
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--