Wealthplan Investment Management LLC
● SEC registered since 2020CRD 311364SEC# 801-120004Omaha, NE
Ranks #2,091 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$2.19B
Fund GAV
—
Private funds
1
Employees
34
Accounts
5,313
Location
Omaha, NE
Wealthplan Investment Management LLC assets under management
Wealthplan Investment Management LLC is an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2020. It reports $2.2 billion in regulatory assets under management and employs 34 people. Wealthplan Investment Management LLC manages 1 private fund, including Wealthplan Income Fund I LP. By regulatory assets, it ranks 2,091 of 6,030 private fund managers.
Wealthplan Investment Management LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wealthplan Income Fund I LP | Other Private | — | $100K |
Wealthplan Investment Management LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Thomas Omara Control | Managing Member & Chief Revenue Officer | Under 5% | 2020 |
| Christopher Maxime Shea Control | Chief Investment Officer | Under 5% | 2024 |
| Mark Thomas Lasswell Control | Chief Compliance Officer | Under 5% | 2026 |
| Michael Patrick Brewer Control | Chief Executive Officer | Under 5% | 2024 |
| Sarah Faye Kennelly Control | Chief Operating Officer | Under 5% | 2024 |
| Wade Cleve Behlen Control | Managing Member & Executive Vice President Retirement Plans | Under 5% | 2020 |
| Wealthplan Group, LLC Control | Owner | Over 75% | 2021 |
| Brent Thomas Omara Control | General Partner | 25-50% | 2021 |
| Michael Patrick Brewer Control | General Partner | 25-50% | 2021 |
| Wade Cleve Behlen Control | General Partner | 25-50% | 2021 |
Frequently asked questions
How much does Wealthplan Investment Management LLC manage?
Wealthplan Investment Management LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Wealthplan Investment Management LLC manage?
Wealthplan Investment Management LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Wealthplan Investment Management LLC have?
Wealthplan Investment Management LLC reports 34 employees.
Where is Wealthplan Investment Management LLC located?
Wealthplan Investment Management LLC is based in Omaha, NE and has been SEC-registered since 2020.
Does Wealthplan Investment Management LLC disclose fund performance?
Wealthplan Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 S 108th Ave, 3rd Floor, Omaha, NE 68154 |
| Phone | 402-691-0200 |
| Fax | 402-333-8724 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.19B▲ 121%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$2.19Bregulatory AUM
Discretionary $2.14BNon-discretionary $43.3M
Service providers
Auditor
Administrator