Wealthplan Partners, LLC
● SEC registered since 2019CRD 305026SEC# 801-117955Omaha, NE
Reg. AUM
$1.12B
Employees
56
Accounts
3,681
Location
Omaha, NE
Wealthplan Partners, LLC assets under management
Wealthplan Partners, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2019. It reports $1.1 billion in regulatory assets under management and employs 56 people.
Wealthplan Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David D Peterson Control | Chief Compliance Officer | Under 5% | 2023 |
| Michael Patrick Brewer Control | Chief Executive Officer | 10-25% | 2024 |
| Sarah Faye Kennelly Control | Chief Operations Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthplan Partners, LLC manage?
Wealthplan Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthplan Partners, LLC have?
Wealthplan Partners, LLC reports 56 employees.
Where is Wealthplan Partners, LLC located?
Wealthplan Partners, LLC is based in Omaha, NE and has been SEC-registered since 2019.
Does Wealthplan Partners, LLC disclose fund performance?
Wealthplan Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 South 108th Avenue, Omaha, NE 68154 |
| Phone | 402-691-0200 |
| Fax | 402-697-7271 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1639943 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $1.08BNon-discretionary $39.8M