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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CrestValue
- Established Date
- 03-22-2017
- Office Locations
- 2
Office Locations
About Plan A Wealth, LLC
Plan A Wealth, LLC is a Lincoln, NE-based RIA providing financial planning and wealth management grounded in Biblical wisdom. The firm guides clients through life transitions with an integrated approach to living, giving, and stewardship, and offers Faith-Driven Investing that emphasizes companies aligned with clients’ values while avoiding those in opposition. Custody is through Charles Schwab.
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Owner & Executives
RONALD WALLACE ANDERSON JR
Founder, Managing Member, President
- CRD
- #2254011
- Ownership
- 75% or more
BECKY LYNN WIEGAND
Chief Compliance Officer
- CRD
- #5366195
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CUTTER PRICE ANDERSON
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- CRD
- #7128204
Brad Parker Bryan
Financial Advisor
- CRD
- #7296060
Matrix radial
Crest foundation vertex
- CRD
- #40299
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,524,348 | $189,207 |
| Non-Discretionary | $22,266,225 | $795,222 |
| Total | $433,790,573 | $196,909 |
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Separately Managed Accounts
Total SMA Asset: $433,790,573
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $585,505,201 | 34.2% |
| Equity - Exchange | $205,440,422 | 12.0% |
| Cash | $513,601,054 | 30.0% |
| U.S. Government/Agency | $407,456,836 | 23.8% |
| Total | $1,712,003,513 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS SIGNAL | NORTH MATRIX | 7M2CU23F3 | AALYE | 1.45% | $75,043,182 |
| VITAL HORIZON | DELTA RIDGE | W2D1FDF9Z | GAHFJ | 8.54% | $41,304,319 |
| SIGNAL MOMENTUM | PIONEER LEGACY | 4LIFW3UGZ | DFMHU | 10.93% | $76,914,965 |
| MATRIX ALPHA WAVE | ALPHA OPTIMA | RDI6EWTAU | YGSML | 11.44% | $115,990,555 |
| WAVE NORTH | CREST OAK | 3SC9BBAXR | FEEUX | 1.47% | $116,086,327 |
| UNISON ATLAS | PRIME SIGNAL | 27QSNPOM0 | KZWVR | 11.79% | $74,604,889 |
| CATALYST ELEMENT | PATHWAY WAVE | YQMN9269W | RFVU | 2.62% | $54,836,095 |
| MATRIX CATALYST PATHWAY | VALUE VITAL | POKHRK83F | JDIK | 1.60% | $97,690,473 |