MEDICUS WEALTH PLANNING, INC.
CRD #282904 SEC #801-130385 DRAPER, UT 801-994-4777
SEC Registered
Total AUM
$130.3M
Discretionary
$128.9M
Employees
5
Clients
25
Accounts
536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $130.3M | $128.9M | $1.4M | 5 | 16 |
| Aug 2024 | $100.9M | $100.1M | $837.1K | 4 | 12 |
| Aug 2024 | $100.9M | $100.1M | $837.1K | 4 | 12 |
| May 2024 | $100.9M | $100.1M | $837.1K | 4 | 12 |
| Apr 2024 | $100.9M | $100.1M | $837.1K | 4 | 12 |
DateFeb 2025
Total AUM$130.3M
Discretionary$128.9M
Non-Disc.$1.4M
Employees5
Clients16
DateAug 2024
Total AUM$100.9M
Discretionary$100.1M
Non-Disc.$837.1K
Employees4
Clients12
DateAug 2024
Total AUM$100.9M
Discretionary$100.1M
Non-Disc.$837.1K
Employees4
Clients12
DateMay 2024
Total AUM$100.9M
Discretionary$100.1M
Non-Disc.$837.1K
Employees4
Clients12
DateApr 2024
Total AUM$100.9M
Discretionary$100.1M
Non-Disc.$837.1K
Employees4
Clients12