| Name | Title | Ownership | Since |
|---|---|---|---|
| Becky Lynn Wiegand Control | Chief Compliance Officer | Under 5% | 2019 |
| Ronald Wallace Anderson Control | Managing Member | Over 75% | 2017 |
Plan a Wealth, LLC reports $370.4 million in regulatory assets under management on its Form ADV.
Plan a Wealth, LLC reports 12 employees.
Plan a Wealth, LLC is based in Lincoln, NE and has been SEC-registered since 2017.
Plan a Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $349.4M |
| Non-discretionary | $21M |
| Total (RAUM) | $370.4M |