PLAN A WEALTH, LLC
CRD #287860 SEC #801-110113 LINCOLN, NE 402-975-8008
SEC Registered
Total AUM
$370.4M
Discretionary
$349.4M
Employees
12
Clients
10
Accounts
1,930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $370.4M | $349.4M | $21M | 12 | 2 |
| Mar 2025 | $370.4M | $349.4M | $21M | 12 | 2 |
| Aug 2024 | $326.9M | $299.9M | $26.9M | 12 | 3 |
| Mar 2024 | $326.9M | $299.9M | $26.9M | 12 | 3 |
| Nov 2023 | $233.6M | $209.9M | $23.7M | 12 | 8 |
| Oct 2023 | $233.6M | $209.9M | $23.7M | 12 | 8 |
| Feb 2023 | $233.6M | $209.9M | $23.7M | 12 | 8 |
| Oct 2022 | $219.4M | $199.7M | $19.7M | 7 | 0 |
| Sep 2022 | $219.4M | $199.7M | $19.7M | 7 | 0 |
| Mar 2022 | $219.4M | $199.7M | $19.7M | 7 | 0 |
| Dec 2021 | $176.6M | $157M | $19.7M | 6 | 0 |
| Nov 2021 | $176.6M | $157M | $19.7M | 6 | 0 |
| Sep 2021 | $176.6M | $157M | $19.7M | 6 | 0 |
| Mar 2021 | $176.6M | $157M | $19.7M | 6 | 0 |
| Sep 2020 | $149.3M | $134.2M | $15M | 5 | 1 |
| Jun 2020 | $149.3M | $134.2M | $15M | 3 | 1 |
| May 2020 | $149.3M | $134.2M | $15M | 3 | 1 |
| May 2020 | $149.3M | $134.2M | $15M | 4 | 1 |
| Apr 2020 | $149.3M | $134.2M | $15M | 4 | 1 |
| Mar 2020 | $149.3M | $134.2M | $15M | 4 | 1 |
| Aug 2019 | $120.2M | $107.7M | $12.5M | 4 | 1 |
| Aug 2019 | $120.2M | $107.7M | $12.5M | 4 | 1 |
| Aug 2019 | $120.2M | $107.7M | $12.5M | 4 | 1 |
| Mar 2019 | $120.2M | $107.7M | $12.5M | 4 | 1 |
| Oct 2018 | $117.9M | $109.4M | $8.5M | 4 | 1 |
| Apr 2018 | $117.9M | $109.4M | $8.5M | 4 | 1 |
| Mar 2018 | $117.9M | $109.4M | $8.5M | 4 | 1 |
| Oct 2017 | $100.2M | $100.2M | $0 | 3 | 0 |
| Jul 2017 | $100.2M | $100.2M | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$370.4M
Discretionary$349.4M
Non-Disc.$21M
Employees12
Clients2
DateMar 2025
Total AUM$370.4M
Discretionary$349.4M
Non-Disc.$21M
Employees12
Clients2
DateAug 2024
Total AUM$326.9M
Discretionary$299.9M
Non-Disc.$26.9M
Employees12
Clients3
DateMar 2024
Total AUM$326.9M
Discretionary$299.9M
Non-Disc.$26.9M
Employees12
Clients3
DateNov 2023
Total AUM$233.6M
Discretionary$209.9M
Non-Disc.$23.7M
Employees12
Clients8
DateOct 2023
Total AUM$233.6M
Discretionary$209.9M
Non-Disc.$23.7M
Employees12
Clients8
DateFeb 2023
Total AUM$233.6M
Discretionary$209.9M
Non-Disc.$23.7M
Employees12
Clients8
DateOct 2022
Total AUM$219.4M
Discretionary$199.7M
Non-Disc.$19.7M
Employees7
Clients0
DateSep 2022
Total AUM$219.4M
Discretionary$199.7M
Non-Disc.$19.7M
Employees7
Clients0
DateMar 2022
Total AUM$219.4M
Discretionary$199.7M
Non-Disc.$19.7M
Employees7
Clients0
DateDec 2021
Total AUM$176.6M
Discretionary$157M
Non-Disc.$19.7M
Employees6
Clients0
DateNov 2021
Total AUM$176.6M
Discretionary$157M
Non-Disc.$19.7M
Employees6
Clients0
DateSep 2021
Total AUM$176.6M
Discretionary$157M
Non-Disc.$19.7M
Employees6
Clients0
DateMar 2021
Total AUM$176.6M
Discretionary$157M
Non-Disc.$19.7M
Employees6
Clients0
DateSep 2020
Total AUM$149.3M
Discretionary$134.2M
Non-Disc.$15M
Employees5
Clients1
DateJun 2020
Total AUM$149.3M
Discretionary$134.2M
Non-Disc.$15M
Employees3
Clients1
DateMay 2020
Total AUM$149.3M
Discretionary$134.2M
Non-Disc.$15M
Employees3
Clients1
DateMay 2020
Total AUM$149.3M
Discretionary$134.2M
Non-Disc.$15M
Employees4
Clients1
DateApr 2020
Total AUM$149.3M
Discretionary$134.2M
Non-Disc.$15M
Employees4
Clients1
DateMar 2020
Total AUM$149.3M
Discretionary$134.2M
Non-Disc.$15M
Employees4
Clients1
DateAug 2019
Total AUM$120.2M
Discretionary$107.7M
Non-Disc.$12.5M
Employees4
Clients1
DateAug 2019
Total AUM$120.2M
Discretionary$107.7M
Non-Disc.$12.5M
Employees4
Clients1
DateAug 2019
Total AUM$120.2M
Discretionary$107.7M
Non-Disc.$12.5M
Employees4
Clients1
DateMar 2019
Total AUM$120.2M
Discretionary$107.7M
Non-Disc.$12.5M
Employees4
Clients1
DateOct 2018
Total AUM$117.9M
Discretionary$109.4M
Non-Disc.$8.5M
Employees4
Clients1
DateApr 2018
Total AUM$117.9M
Discretionary$109.4M
Non-Disc.$8.5M
Employees4
Clients1
DateMar 2018
Total AUM$117.9M
Discretionary$109.4M
Non-Disc.$8.5M
Employees4
Clients1
DateOct 2017
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0