Allocator Index · CRD 311364
WEALTHPLAN INVESTMENT MANAGEMENT LLC
Omaha, NE · 402-691-0200 · vizionarywealth.com
Fit score
72
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- employees 3-60+8
HNW clients
375
Other individuals
1,693
HNW assets
$1.17B
Total AUM
$2.19B
Employees
34
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| WEALTHPLAN INCOME FUND I LP | Other Private Fund | $0 |