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PLAN A WEALTH, LLC
CRD 287860File 801-110113
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 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
- Website
- http://www.planawm.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 580 | 658 | increased by78 |
| Apr 1, 2026 | AUM | $370,405,496 | $433,790,573 | increased by$63,385,077 |
| Apr 1, 2026 | Accounts | 1,930 | 2,203 | increased by273 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 12 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 305 | 580 | increased by275 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $219,433,628 | $370,405,496 | increased by$150,971,868 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,243 | 1,930 | increased by687 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 284 | 305 | increased by21 |
| Apr 1, 2022 | AUM | $176,636,577 | $219,433,628 | increased by$42,797,051 |
| Apr 1, 2022 | Accounts | 988 | 1,243 | increased by255 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.