WEALTHPLAN PARTNERS, LLC
Legal name: WEALTHPLAN PARTNERS
CRD #305026 SEC #801-117955 OMAHA, NE 402-691-0200
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
58
Clients
251
Accounts
5,895
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.2B | $43.5M | 58 | 0 |
| Apr 2025 | $1.3B | $1.2B | $43.5M | 58 | 0 |
| Mar 2025 | $1.3B | $1.2B | $43.5M | 58 | 0 |
| Mar 2025 | $1.3B | $1.2B | $43.5M | 58 | 0 |
| Oct 2024 | $1.8B | $1.6B | $209.5M | 75 | 3 |
| Jun 2024 | $1.8B | $1.6B | $209.5M | 75 | 3 |
| Mar 2024 | $1.8B | $1.6B | $209.5M | 75 | 3 |
| Sep 2023 | $1.6B | $1.6B | $0 | 78 | 0 |
| Apr 2023 | $1.6B | $1.6B | $0 | 78 | 0 |
| Apr 2023 | $1.6B | $1.6B | $0 | 78 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 78 | 0 |
| Oct 2022 | $1.8B | $1.8B | $0 | 79 | 0 |
| Aug 2022 | $1.8B | $1.8B | $0 | 79 | 0 |
| May 2022 | $1.8B | $1.8B | $0 | 79 | 0 |
| Mar 2022 | $1.8B | $1.8B | $0 | 79 | 0 |
| Oct 2021 | $1.9B | $1.9B | $0 | 87 | 0 |
| Mar 2021 | $1.9B | $1.9B | $0 | 87 | 0 |
| Mar 2021 | $1.9B | $1.9B | $0 | 87 | 0 |
| Mar 2021 | $1.9B | $1.9B | $0 | 87 | 0 |
| Jul 2020 | $2.1B | $2.1B | $0 | 84 | 55 |
| Jun 2020 | $402.2M | $402.2M | $0 | 84 | 55 |
| Apr 2020 | $402.2M | $402.2M | $0 | 84 | 55 |
| Mar 2020 | $402.2M | $402.2M | $0 | 84 | 55 |
| Feb 2020 | $1.7B | $1.7B | $0 | 71 | 52 |
| Dec 2019 | $1.7B | $1.7B | $0 | 71 | 52 |
| Dec 2019 | $1.7B | $1.7B | $0 | 71 | 52 |
DateAug 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$43.5M
Employees58
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$43.5M
Employees58
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$43.5M
Employees58
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$43.5M
Employees58
Clients0
DateOct 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$209.5M
Employees75
Clients3
DateJun 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$209.5M
Employees75
Clients3
DateMar 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$209.5M
Employees75
Clients3
DateSep 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees78
Clients0
DateApr 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees78
Clients0
DateApr 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees78
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees78
Clients0
DateOct 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees79
Clients0
DateAug 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees79
Clients0
DateMay 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees79
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees79
Clients0
DateOct 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees87
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees87
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees87
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees87
Clients0
DateJul 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees84
Clients55
DateJun 2020
Total AUM$402.2M
Discretionary$402.2M
Non-Disc.$0
Employees84
Clients55
DateApr 2020
Total AUM$402.2M
Discretionary$402.2M
Non-Disc.$0
Employees84
Clients55
DateMar 2020
Total AUM$402.2M
Discretionary$402.2M
Non-Disc.$0
Employees84
Clients55
DateFeb 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52
DateDec 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52
DateDec 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees71
Clients52