Medicus Wealth Planning, Inc.
● SEC registered since 2024CRD 282904SEC# 801-130385Draper, UT
Reg. AUM
$160.8M
Employees
5
Accounts
558
Location
Draper, UT
Medicus Wealth Planning, Inc. assets under management
Medicus Wealth Planning, Inc. is an SEC-registered investment adviser based in Draper, UT. The firm has been registered since 2024. It reports $160.8 million in regulatory assets under management and employs 5 people.
Medicus Wealth Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Douglas Michels Control | President & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Medicus Wealth Planning, Inc. manage?
Medicus Wealth Planning, Inc. reports $160.8 million in regulatory assets under management on its Form ADV.
How many employees does Medicus Wealth Planning, Inc. have?
Medicus Wealth Planning, Inc. reports 5 employees.
Where is Medicus Wealth Planning, Inc. located?
Medicus Wealth Planning, Inc. is based in Draper, UT and has been SEC-registered since 2024.
Does Medicus Wealth Planning, Inc. disclose fund performance?
Medicus Wealth Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11681 S 700 E, Suite 200, Draper, UT 84020 |
| Phone | 801-994-4777 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.8M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$160.8Mregulatory AUM
Discretionary $159.3MNon-discretionary $1.5M