CRD: 311364
Wealthplan Investment Management LLC
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- Custodian
- Charles Schwab & Company · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-18-2020
- Office Locations
- 14
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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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