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WealthPlan
WealthPlan is an SEC-registered investment adviser in Omaha, NE, registered since 2020. The firm manages $2.2 billion in assets, $2.1 billion on a...
WealthPlan
WealthPlan is an SEC-registered investment adviser in Omaha, NE, registered since 2020. The firm manages $2.2 billion in assets, $2.1 billion on a discretionary basis. WealthPlan has 34 employees and 14 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Great Neck, NY, United States
Frequently asked questions
What is WealthPlan?
WealthPlan is a multi family office headquartered in Omaha, United States.
When was WealthPlan founded?
WealthPlan was founded in 2019.
Where is WealthPlan headquartered?
WealthPlan is headquartered in Omaha, United States, in the North America region.
What is WealthPlan's assets under management?
WealthPlan reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for WealthPlan?
Altss maintains an OSINT-verified profile of WealthPlan covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is WealthPlan's website?
WealthPlan's public website is www.wealthplan.group. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is WealthPlan?
WealthPlan is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on WealthPlan?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was WealthPlan's Altss profile last updated?
WealthPlan's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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