CRD: 311364
Wealthplan Investment Management LLC
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- Custodian
- Charles Schwab & Company · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-18-2020
- Office Locations
- 13
Office Locations
About Wealthplan Investment Management LLC
WealthPlan Investment Management (WealthPlan Group) provides an asset management platform for independent advisors, including outsourced CIO support and customizable “Smarter Portfolios” built around risk-based and income-focused models. Advisors can build their own models or subscribe to third-party strategists while retaining control of investment decisions. The firm also offers an integrated tech stack with partners like Orion, Nitrogen (Riskalyze), eMoney, and Salesforce, plus a collaborative advisor growth coaching committee.
Reported data analysis
What the numbers show
Between November 7, 2025 and August 24, 2026, reported AUM increased 38.8%, from $1.6B to $2.2B.
Across 5 reported observations, AUM increased 247.8% between November 10, 2022 and August 24, 2026, from $628.2M to $2.2B.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 14 advisory representatives and 2,517 clients, or 179.8 clients per representative. That equates to $868.2K in reported AUM per client.
The profile lists 13 reported office locations and 5 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wealthplan Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WADE CLEVE BEHLEN
Advisor, Managing Member
- CRD
- #5256921
- Ownership
- Less than 5%
MICHAEL PATRICK BREWER
Chief Executive Officer
- CRD
- #5546428
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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JEREMY ROYAL ARMAGOST
Certified Financial Planner
- CRD
- #5401158
Ward Cameron Behlen
Director
- CRD
- #7946872
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,141,973,345 | $415,111 |
| Non-Discretionary | $43,265,967 | $282,784 |
| Total | $2,185,239,312 | $411,300 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthplan Investment Management LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Wealthplan Investment Management LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.