# WealthPlan

WealthPlan is a Multi Family Office based in Omaha, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Great Neck, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** http://www.wealthplan.group
- **LinkedIn:** https://www.linkedin.com/company/wealthplan

## About

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.

## Related profiles

- [WealthOne](https://altss.com/profile/wealthone)
- [WealthPlan Advisors](https://altss.com/profile/wealthplan-advisors)

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Last updated: 2026-07-06T01:24:28.681Z

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