WealthPLAN Partners is an investment advisor in Omaha with $1.79 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Feltz Wealth PLAN Inc.
SEC CIK
IRS number
470784126
SEC advisor number
801-117955
FINRA CRD number
305026
AUM ?
$1.62 bn
(as of 25 Sep 23)
Accounts
6,661
(as of 25 Sep 23)
Employees
78
(29 investment advisory or research)
Address
WealthPLAN Partners
101 SO. 108TH AVE
2ND FLOOR
OMAHA
NE 68154
101 SO. 108TH AVE
2ND FLOOR
OMAHA
NE 68154
Phone
402-697-5458
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Dec 21
13F-HR
Quarterly holdings report by institutional manager
19 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21