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PLAN A WEALTH, LLC
PLAN A WEALTH, LLC is an SEC-registered investment adviser in LINCOLN, NE, registered since 2017. The firm manages $434 million in assets, with $412 million...
Overview
PLAN A WEALTH, LLC is an SEC-registered investment adviser in LINCOLN, NE, registered since 2017. The firm manages $434 million in assets, with $412 million on a discretionary basis. It has 13 employees and 6 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What is the wealth origin behind PLAN A WEALTH, LLC?
The source of capital or underlying wealth for PLAN A WEALTH, LLC is not disclosed in any public document or listing. No connection to a specific family or fortune has been identified.
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