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Wealthplan Investment Management LLC

EST. AUM
$2,185,239,312

CONTACTS
4

CLIENT ACCOUNTS
5,313

Firm Details

Metro area Omaha
CRD Number 311364
Website wealthplan.group
Client types

Overview

WealthPLAN Investment Management, LLC is an Omaha-based Registered Investment Adviser formed in October 2020. Backed by WealthPlan Group LLC, it delivers comprehensive advisory solutions including financial planning, investment management (discretionary and non-discretionary), and institutional consulting. Serving individual clients, high-net-worth investors, and retirement plans, the firm differentiates through its unified platform, outsourced CIO services, and scalable infrastructure, enabling aligned investment strategies across its advisory network.

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Alternative Activity

Address

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

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