Wealthplan Partners
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 305026
- Registered since
- November 25, 2019
- Website
- wealthplangroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.82%
- Individuals38.58%
- Corporations / Businesses1.79%
- Charitable Organizations1.01%
- Pension & Profit Sharing Plans0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthplan Partners LLC is an independent registered investment adviser that began SEC registration in 2019. The firm serves both individual/family and institutional clients and combines traditional advisory services with brokerage and insurance activities. Its advisory offering includes comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, and the selection of outside advisers. Wealthplan Partners is also a capital allocator that hires third‑party managers, and it operates in roles that include registered representative of a broker‑dealer, insurance broker, and accountant. Fee arrangements include percentage of AUM, hourly charges, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Michael Brewer
Chief Strategy OfficerCRD 5546428
Sarah McLean
Chief Operations OfficerCRD 5321533
Contacts
3 of 20
Andrew Large
Registered RepresentativeCRD 5699415
Adam Carter
Financial AdvisorCRD 5268378
Steven Druckman
Financial AdvisorCRD 5345067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 245Active vs passive
$654M in ETFs
56%
$363M
29%
$291M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.7M | 41,056 | 4.70% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 101 S 108th Ave
- Time zone
- CT (UTC-6)
- Office locations
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