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Medicus Wealth Planning, Inc.

Medicus Wealth Planning, Inc.. CRD 282904

Medicus Wealth Planning, Inc. logo

CRD: 282904

Medicus Wealth Planning, Inc.

Draper, UT, 84020
8019944777
medicuswealthplanning.com
$160.8M Total AUM
$159.3M Disc. AUM
-- 3Y CAGR
5 Employees
222 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
NorthBridge vital +more
Established Date
07-08-2016
Office Locations
3

Office Locations

11681 S 700 E Suite 200 Draper UT
89 Wild Willow Drive Francis UT
-- LAS Vegas NV

About Medicus Wealth Planning, Inc.

Medicus Wealth Planning is a fee-only, independent RIA offering tax planning/prep, retirement and estate-focused financial planning, and discretionary portfolio management. Built as a physician-focused practice, it now serves professionals across life stages with a long-term, risk-aware approach and tax-efficient implementation. Portfolios are primarily ETF-based and custody through Fidelity/NFS; clients can engage hourly or via ongoing management.

Team overview

30 AVG AGE
$40.2M AVG AUM / ADVISOR
$724.5K AVG AUM / CLIENT
6.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Harbor legacy Matrix peak North pioneer Glacier Unison unison

Client Personas

Ember Wave value

Custodian

Vector Capital signal

Investment Themes

Zenith Vector horizon Signal Momentum vital Vital

Investment Vehicles

Summit Capital glacier

Platform

Catalyst crest

Services

Alpha Timber Delta glacier Fusion delta Meridian Pathway Bridge Pathway Alpha legacy Atlas meridian Meridian harbor

Technology

Fusion vertex Radial Value Insight horizon Wave radial

Owner & Executives

Kevin Douglas Michels

Kevin Douglas Michels

Advisor, Chief Compliance Officer, President

CRD
#6185260
Ownership
75% or more
(907) 852-8228
crest.capital@fusioncapital.com
in linkedin.com/in/meridian-beacon

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Contacts

M

MARK THOMAS DURHAM

--

CRD
#1619530
(862) 905-3176
atlas.signal@horizoncapital.com
in linkedin.com/in/radial-horizon
Dan W Loose

Dan W Loose

Financial Advisor

CRD
#6722703
(658) 282-6973
summit.summit@atlascapital.com
in linkedin.com/in/harbor-glacier
Q

Quantum value

Atlas element

CRD
#64950
(287) 633-6524
horizon.crest@meridiancapital.com
in linkedin.com/in/delta-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-20-2024
02-24-2025
05-12-2026
Category Assets AVG. Account size
Discretionary $159,299,094 $286,509
Non-Discretionary $1,540,775 $770,388
Total $160,839,869 $288,243

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Separately Managed Accounts

Total SMA Asset: $160,839,869

$160.8M Total SMA
Public Funds:
9.5%
Equity - Exchange:
24.7%
Corporate - Investment Grade:
29.0%
Municipal Bonds:
11.9%
Cash:
24.9%
Asset class Assets Assets %
Public Funds $523,998,820 9.5%
Equity - Exchange $1,362,396,932 24.7%
Corporate - Investment Grade $1,599,575,345 29.0%
Municipal Bonds $656,377,469 11.9%
Cash $1,373,428,486 24.9%
Total $5,515,777,052 100.0%

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