Gainplan LLC
● SEC registered since 2015CRD 174427SEC# 801-81166Bloomfield Hills, MI
Reg. AUM
$461.6M
Employees
12
Accounts
1,491
Location
Bloomfield Hills, MI
Gainplan LLC assets under management
Gainplan LLC is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2015. It reports $461.6 million in regulatory assets under management and employs 12 people.
Gainplan LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Wilson Ivory Control | Managing Member | Over 75% | 2015 |
| Wayne Anthony Bell-Warren Control | Chief Compliance Officer | Under 5% | 2015 |
Frequently asked questions
How much does Gainplan LLC manage?
Gainplan LLC reports $461.6 million in regulatory assets under management on its Form ADV.
How many employees does Gainplan LLC have?
Gainplan LLC reports 12 employees.
Where is Gainplan LLC located?
Gainplan LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2015.
Does Gainplan LLC disclose fund performance?
Gainplan LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302 |
| Phone | 248.385.3737 |
| Fax | 248.385.3752 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1697857 |
| Discloses disciplinary history | No |
Regulatory AUM
$461.6M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$461.6Mregulatory AUM
Discretionary $397.4MNon-discretionary $64.2M