Wealthplan Investment Management

Asset Manager SEC-registered adviser

Legal name: Wealthplan Investment Management LLC

Omaha, NE Website LinkedIn X

AUM

$2.2B
Regulatory AUM

Private funds

2
Other 1 · Hedge Fund 1

Private fund assets

—

Employees

34

Last Form D raise

—

From SEC Form ADV filing (filed Aug 24, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

B
Brent Omara
Managing Member & Chief Revenue Officer
Source: SEC Form ADV
C
Christopher Shea
Chief Investment Officer
Source: SEC Form ADV
M
Michael Brewer
Chief Executive Officer
Source: SEC Form ADV
W
Wade Behlen
Managing Member & Executive Vice President Retirement Plans
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wealthplan Income Fund I LPOther————
Wealthplan Growth Equity Fund, LPHedge Fund————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
311364
SEC file number
801-120004

Sources