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MEDICUS WEALTH PLANNING, INC.

DRAPER, UT · CRD 282904 · IAPD ↗ · 801-994-4777

$160.8MRegulatory AUM
4Advisory reps
5Employees
26Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — MEDICUS WEALTH PLANNING, INC. now reports custody of client assets ($53.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2026 — MEDICUS WEALTH PLANNING, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2025 — MEDICUS WEALTH PLANNING, INC. reported RAUM up 29% ($100.9M -> $130.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — MEDICUS WEALTH PLANNING, INC. (DRAPER, UT) is newly SEC-registered with $100.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.