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PLAN A WEALTH, LLC
CRD 287860File 801-110113
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$433.8M
Below cohort median (national)
Discretionary AUM
$411.5M
Non-discretionary $22.3M
Clients
658
2,203 accounts
Employees
13
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 22, 2017
- Principal office
- 7221 PLAZA COURT, LINCOLN, NE, 68516
- Phone
- 402-975-8008
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $433.8M
- Discretionary AUM
- $411.5M
- Non-discretionary AUM
- $22.3M
- Discretionary accounts
- 2,175
- Non-discretionary accounts
- 28
- Total accounts
- 2,203
- AUM per client
- $659K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $438K |
| Charitable organizations | 6 | $4.7M |
| High net worth individuals | 163 | $281.1M |
| Banking or thrift institutions | Fewer than 5 | $1.3M |
| Pension and profit sharing plans | 9 | $16.2M |
| Individuals (other than high net worth individuals) | 474 | $130.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.