Plan A Wealth, LLC
Plan A Wealth, LLC is an SEC-registered mass-market adviser in Lincoln, NE with $433.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Plan A Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287860, SEC 801-110113, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $433.8M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Lincoln, NE
- Employees
- 13
- Clients
- 658
- CRD
- 287860
- Ownership
- ANDERSON, RONALD, WALLACE; WIEGAND, BECKY, LYNN
How much AUM does Plan A Wealth, LLC have?
Plan A Wealth, LLC reported $433.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Plan A Wealth, LLC?
Disclosed owners and executives of Plan A Wealth, LLC include ANDERSON, RONALD, WALLACE, WIEGAND, BECKY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.