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Gainplan LLC

Gainplan LLC. CRD 174427

G

CRD: 174427

Gainplan LLC

Bloomfield Hills, MI, 48302
(248) 385-3737
www.gainplanners.com
$461.6M Total AUM
$397.4M Disc. AUM
13.5% 3Y CAGR
12 Employees
500 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Vanguard
Clients
Retail and Institutional
Platforms
Available
Established Date
04-01-2015
Office Locations
1

Office Locations

800 W. Long Lake Road Suite 100 Bloomfield Hills MI

About Gainplan LLC

GAINPLAN LLC is a Bloomfield Hills, MI RIA providing personalized financial planning and portfolio management for individuals and families, including tax-aware planning, retirement, estate and charitable-giving strategies. The firm emphasizes transparent, independent advice and active guidance across ETF- and fund-based portfolios, with custody at Charles Schwab.

Team overview

40 AVG AGE
$57.7M AVG AUM / ADVISOR
$923.1K AVG AUM / CLIENT
8 yrs AVG TENURE
12 Employees
8 Advisory Reps
8 RIA Reps
11yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

J

JEFFREY WILSON IVORY

Managing Member, Partner

CRD
#4849910
Ownership
75% or more
Available
Available
Available
W

WAYNE ANTHONY BELL-WARREN

Chief Compliance Officer, Director

CRD
#4078646
Ownership
Less than 5%
Available
Available
Available

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Contacts

B

BENJAMIN THOMAS KLAMO

Portfolio Manager

CRD
#4751521
Available
Available
Available
D

DAVID MICHAEL MARTIN

Chief Investment Officer

CRD
#2559344
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-11-2022
03-14-2023
05-01-2024
03-05-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $397,374,747 $269,589
Non-Discretionary $64,193,089 $3,776,064
Total $461,567,836 $309,569

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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