| 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 |
Wealthplan Partners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Wealthplan Partners, LLC reports 58 employees.
Wealthplan Partners, LLC is based in Omaha, NE and has been SEC-registered since 2019.
Wealthplan Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.23B |
| Non-discretionary | $43.5M |
| Total (RAUM) | $1.27B |