# PLAN A WEALTH, LLC

PLAN A WEALTH, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** planawealthllc.live
- **LinkedIn:** https://www.linkedin.com/company/plan-a-wealth-management

## Regulatory record

- **CRD number:** 287860
- **SEC file number:** 801-110113
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287860

## About

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.

## 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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Last updated: 2026-07-11T11:59:22.000Z

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