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WEALTHPLAN PARTNERS

OMAHA, NE · CRD 305026 · IAPD ↗ · feltzwp.com · 402-691-0200

$1.12BRegulatory AUM
26Advisory reps
56Employees
0Clients
251-500Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — WEALTHPLAN PARTNERS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — WEALTHPLAN PARTNERS reported RAUM down 30% ($1.81B -> $1.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
March 2025 — WEALTHPLAN PARTNERS shrank from 29 to 24 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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