Plan a Wealth, LLC
● SEC registered since 2017CRD 287860SEC# 801-110113Lincoln, NE
Reg. AUM
$433.8M
Employees
13
Accounts
2,203
Location
Lincoln, NE
Plan a Wealth, LLC assets under management
Plan a Wealth, LLC is an SEC-registered investment adviser based in Lincoln, NE. The firm has been registered since 2017. It reports $433.8 million in regulatory assets under management and employs 13 people.
Plan a Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Becky Lynn Wiegand Control | Chief Compliance Officer | Under 5% | 2019 |
| Ronald Wallace Anderson Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Plan a Wealth, LLC manage?
Plan a Wealth, LLC reports $433.8 million in regulatory assets under management on its Form ADV.
How many employees does Plan a Wealth, LLC have?
Plan a Wealth, LLC reports 13 employees.
Where is Plan a Wealth, LLC located?
Plan a Wealth, LLC is based in Lincoln, NE and has been SEC-registered since 2017.
Does Plan a Wealth, LLC disclose fund performance?
Plan a Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7221 Plaza Court, Lincoln, NE 68516 |
| Phone | 402-975-8008 |
| Fax | 402-975-8007 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$433.8M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$433.8Mregulatory AUM
Discretionary $411.5MNon-discretionary $22.3M