| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Thomas Omara Control | Managing Member & Chief Revenue Officer | Under 5% | 2020 |
| Christopher Maxime Shea Control | Chief Investment Officer | Under 5% | 2024 |
| Michael Patrick Brewer Control | Chief Compliance Officer | Under 5% | 2024 |
Wealthplan Investment Management LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Wealthplan Investment Management LLC reports 40 employees.
Wealthplan Investment Management LLC is based in Omaha, NE and has been SEC-registered since 2020.
Wealthplan Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 101 S 108th Ave, 3rd Floor, Omaha, NE 68154 |
| Phone | 402-691-0200 |
| Fax | 402-333-8724 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.53B |
| Non-discretionary | $42.6M |
| Total (RAUM) | $1.57B |