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WealthPlan Partners
WealthPlan Partners is an SEC-registered investment adviser in Omaha, NE, registered since 2019. The firm manages $1.1 billion in regulatory assets under...
WealthPlan Partners
WealthPlan Partners is an SEC-registered investment adviser in Omaha, NE, registered since 2019. The firm manages $1.1 billion in regulatory assets under management on a discretionary basis. It has 56 employees and 26 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Frequently asked questions
What is WealthPlan Partners' approach to portfolio construction?
Portfolios are built around a core-satellite model that integrates managed equity and fixed-income accounts with insurance-based products like fixed indexed annuities. The emphasis is on protected lifetime income and tax deferral, reflecting a client base of pre-retirees and retirees who prioritize downside protection over absolute return. Risk management is driven by product guarantees rather than complex derivatives overlays.
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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