Allocator Index · CRD 305026

WEALTHPLAN PARTNERS

Omaha, NE · 402-691-0200 · cmwealthkc.com

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

248

Other individuals

1,429

HNW assets

$647.6M

Total AUM

$1.12B

Employees

56

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.