Medicus Wealth Planning, Inc.
Medicus Wealth Planning, Inc. is an SEC-registered mass-market adviser in Draper, UT with $160.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Medicus Wealth Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282904, SEC 801-130385, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $160.8M (2026-05-12)
- Firm type
- Mass-Market Adviser
- Location
- Draper, UT
- Employees
- 5
- Clients
- 196
- CRD
- 282904
- Ownership
- Michels, Kevin, Douglas; MICHELS, KEVIN, DOUGLAS
How much AUM does Medicus Wealth Planning, Inc. have?
Medicus Wealth Planning, Inc. reported $160.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Medicus Wealth Planning, Inc.?
Disclosed owners and executives of Medicus Wealth Planning, Inc. include Michels, Kevin, Douglas, MICHELS, KEVIN, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.