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Medicus Wealth Planning, Inc.

● SEC registered since 2024CRD 282904SEC# 801-130385Draper, UT
Export (members)
Reg. AUM
$130.3M
Employees
5
Accounts
536
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 $130.3 million in regulatory assets under management and employs 5 people.
www.facebook.com/medicuswealthplanningView on SEC.gov ↗

Medicus Wealth Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kevin Douglas Michels ControlPresident & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Medicus Wealth Planning, Inc. manage?

Medicus Wealth Planning, Inc. reports $130.3 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

Address11681 S 700 E, Suite 200, Draper, UT 84020
Phone801-994-4777
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128.9M
Non-discretionary$1.4M
Total (RAUM)$130.3M