Allocator Index · CRD 305026
WEALTHPLAN PARTNERS
Omaha, NE · 402-691-0200 · linkedin.com/in/charles-e-prather-iv-cfa-cfp%c2%ae-71a47812/
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.