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Feltz WealthPLAN

EST. AUM
$1,812,736,244

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Firm Details

Metro area Omaha
CRD Number
Website feltzwealthplan.com
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Overview

Feltz WealthPLAN is a $2B RIA in Omaha. They provide a number of services but rely on models for their wealth management clients. Feltz advisors use these models and external advisors or other wealth intermediaries can also pay to have access to them. They have ETF, Mutual Fund, and SMA models.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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