WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD #311364 SEC #801-120004 OMAHA, NE 402-691-0200
SEC Registered
Total AUM
$1.6B
Discretionary
$1.5B
Employees
40
Clients
0
Accounts
3,957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Oct 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Sep 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Sep 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Jun 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Jun 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| May 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Mar 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Mar 2025 | $1.6B | $1.5B | $42.6M | 40 | 341 |
| Jan 2025 | $988.9M | $964.9M | $23.9M | 29 | 306 |
| Dec 2024 | $988.9M | $964.9M | $23.9M | 29 | 306 |
| Dec 2024 | $988.9M | $964.9M | $23.9M | 29 | 306 |
| Oct 2024 | $988.9M | $964.9M | $23.9M | 29 | 306 |
| Sep 2024 | $988.9M | $964.9M | $23.9M | 29 | 306 |
| Mar 2024 | $988.9M | $964.9M | $23.9M | 29 | 306 |
| Dec 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Oct 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Oct 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Oct 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Oct 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Sep 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Jun 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Apr 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Apr 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Mar 2023 | $869.7M | $869.7M | $0 | 26 | 0 |
| Nov 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Oct 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Oct 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Oct 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Aug 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Aug 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Jun 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| May 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Apr 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Mar 2022 | $628.2M | $628.2M | $0 | 10 | 0 |
| Dec 2021 | $535.6M | $535.6M | $0 | 14 | 0 |
| Oct 2021 | $535.6M | $535.6M | $0 | 14 | 0 |
| Oct 2021 | $535.6M | $535.6M | $0 | 14 | 0 |
| Jul 2021 | $535.6M | $535.6M | $0 | 14 | 0 |
| Apr 2021 | $535.6M | $535.6M | $0 | 14 | 0 |
| Mar 2021 | $0 | $0 | $0 | 14 | 0 |
| Nov 2020 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateOct 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateSep 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateSep 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateJun 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateJun 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateMay 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateMar 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateMar 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$42.6M
Employees40
Clients341
DateJan 2025
Total AUM$988.9M
Discretionary$964.9M
Non-Disc.$23.9M
Employees29
Clients306
DateDec 2024
Total AUM$988.9M
Discretionary$964.9M
Non-Disc.$23.9M
Employees29
Clients306
DateDec 2024
Total AUM$988.9M
Discretionary$964.9M
Non-Disc.$23.9M
Employees29
Clients306
DateOct 2024
Total AUM$988.9M
Discretionary$964.9M
Non-Disc.$23.9M
Employees29
Clients306
DateSep 2024
Total AUM$988.9M
Discretionary$964.9M
Non-Disc.$23.9M
Employees29
Clients306
DateMar 2024
Total AUM$988.9M
Discretionary$964.9M
Non-Disc.$23.9M
Employees29
Clients306
DateDec 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateOct 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateOct 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateOct 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateOct 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateSep 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateJun 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateApr 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateApr 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateMar 2023
Total AUM$869.7M
Discretionary$869.7M
Non-Disc.$0
Employees26
Clients0
DateNov 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees14
Clients0
DateOct 2021
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees14
Clients0
DateOct 2021
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees14
Clients0
DateApr 2021
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0