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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MICHELS, KEVIN, DOUGLAS | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Kevin, Douglas | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Kevin, Douglas | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Kevin, Douglas | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Michels, Kevin, Douglas | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (4)
AZ NV TX UT
Address
11681 S 700 ESUITE 200
DRAPER, UT 84020
United States
Phone: 801-994-4777