Wealthplan Partners, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 305026
· SEC file 801-117955
· Omaha, NE
· WWW.CMWEALTHKC.COM
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ADV data as of Jul 21, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1,711
- Avg AUM / client
- $655K
- Accounts
- 3,681
- Employees
- 56
AUM over time
$402M
$2.1B
Dec 16, 2019
Jul 21, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Investments (13F portfolio — 217 positions, $517,553,344)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $39,698,477 | 156,423 | 7.67% | 3.54% |
| 2 | Berkshire Hathaway Inc Del | CL B NEW | $31,916,038 | 66,603 | 6.17% | 2.85% |
| 3 | Ishares Tr | CORE S&P500 ETF | $20,586,782 | 31,516 | 3.98% | 1.84% |
| 4 | Ishares Tr | CORE DIV GRWTH | $15,099,230 | 215,150 | 2.92% | 1.35% |
| 5 | First Tr Exchng Traded Fd Vi | FT VEST LADDERED | $11,335,129 | 335,657 | 2.19% | 1.01% |
| 6 | Invesco Qqq Tr | UNIT SER 1 | $11,210,063 | 19,422 | 2.17% | 1.0% |
| 7 | Amazon Com Inc | COM | $10,363,529 | 49,760 | 2.0% | 0.93% |
| 8 | Nvidia Corporation | COM | $10,267,110 | 58,871 | 1.98% | 0.92% |
| 9 | Vanguard Index Fds | TOTAL STK MKT | $9,343,616 | 29,125 | 1.81% | 0.83% |
| 10 | Ea Series Trust | BUFFERLABS US EQ | $9,098,177 | 182,749 | 1.76% | 0.81% |
| 11 | Vaneck Etf Trust | CLO ETF | $8,518,550 | 161,642 | 1.65% | 0.76% |
| 12 | Costco Wholesale Corporation | COM | $7,947,372 | 7,976 | 1.54% | 0.71% |
| 13 | American Centy Etf Tr | AVANTIS EMGMKT | $7,348,586 | 91,196 | 1.42% | 0.66% |
| 14 | Simplify Exchange Traded Fun | HEDGED EQUITY | $7,155,835 | 227,169 | 1.38% | 0.64% |
| 15 | Ishares Tr | S&P 500 GRWT ETF | $6,938,309 | 61,341 | 1.34% | 0.62% |
| 16 | Vanguard Whitehall Fds | HIGH DIV YLD | $6,789,418 | 45,843 | 1.31% | 0.61% |
| 17 | Pgim Etf Tr | AAA CLO ETF | $6,135,058 | 119,872 | 1.19% | 0.55% |
| 18 | J P Morgan Exchange Traded F | HEDGED EQUITY LA | $5,917,012 | 92,584 | 1.14% | 0.53% |
| 19 | Pacer Fds Tr | US CASH COWS 100 | $5,830,838 | 93,204 | 1.13% | 0.52% |
| 20 | Schwab Strategic Tr | US DIVIDEND EQ | $5,736,790 | 186,988 | 1.11% | 0.51% |
| 21 | Ishares Tr | INTL DIV GRWTH | $5,610,645 | 66,977 | 1.08% | 0.5% |
| 22 | Jpmorgan Chase & Co | COM | $5,577,992 | 18,962 | 1.08% | 0.5% |
| 23 | Alphabet Inc | CAP STK CL C | $5,440,662 | 18,966 | 1.05% | 0.49% |
| 24 | Microsoft Corp | COM | $5,195,350 | 14,035 | 1.0% | 0.46% |
| 25 | Spdr Series Trust | STATE STREET SPD | $5,141,982 | 67,180 | 0.99% | 0.46% |
Top 25 of 217 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,429 | $432M | 38.6% |
| High net worth individuals | 248 | $648M | 57.8% |
| Pension and profit sharing plans | 7 | $9.1M | 0.81% |
| Charitable organizations | 12 | $11.3M | 1.01% |
| Corporations and other businesses | 15 | $20.0M | 1.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lantis Enterprises, Inc. 401(k) Plan Lantis Enterprises, Inc. | 2024 | |
| Bass Medical Group 401(k) Plan I Bass Medical Group, Inc. | 2024 | |
| Consumer Safety Technology, Llc 401(k) Plan Consumer Safety Technology, Llc, A Delaware Llc | 2024 | |
| Gregg Young Automotive Group 401(k) Plan Gregg Young Chevrolet, Inc. | 2024 | |
| Shenandoah Medical Center 403 B Plan Shenandoah Medical Center | 2024 | |
| Rosen Publishing Group 401(k) Plan Rosen Publishing Group Inc. | 2024 | |
| Standard Profit Sharing Plan Plus 401 K Plan Standard Nutrition Company | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Thomas Omara | General Partner | Jan 2021 (6y) | ≈ 18.75% – 50% via Wealthplan Group, Llc | |
| Feltz, Todd, Arthur | General Partner | Jan 2021 (6y) | ≈ 18.75% – 50% via Wealthplan Group, Llc | |
| Wade Cleve Behlen | General Partner | Jan 2021 (6y) | ≈ 18.75% – 50% via Wealthplan Group, Llc | |
| David D Peterson | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Charles Edward Prather | Registered representative | CFP | Jan 2020 (7y) | |
| Jason Michael Pott | Registered representative | Jan 2020 (7y) | ||
| Richard Jacob Holle | Registered representative | Jan 2020 (7y) | ||
| Daniel Paul Feltz | Registered representative | CFP | Jan 2020 (7y) | |
| Michael Lee Moravec | Registered representative | Jan 2020 (7y) | ||
| Ryan M Feltz | Registered representative | Jan 2020 (7y) | ||
| Garth Jonathan Terlizzi | Registered representative | Jan 2020 (7y) | ||
| Joseph Bradford Mcclellan | Registered representative | Feb 2020 (6y) | ||
| Steven H Druckman | Registered representative | Jun 2021 (5y) | ||
| B. David Goldstein | Registered representative | Jun 2022 (4y) | ||
| Louis Paul Thomas Brunning | Registered representative | Apr 2024 (2y) | ||
| Blake Robert Lynch | Registered representative | Apr 2024 (2y) | ||
| Kenneth James Kalk | Registered representative | Sep 2024 (2y) | ||
| Michael Walter Klauke | Registered representative | Chartered Financial Consultant | Sep 2024 (2y) | |
| Adam Bruce Carter | Registered representative | Apr 2025 (1y) | ||
| Andrew Pierce Large | Registered representative | Aug 2025 (1y) | ||
| Damon Paul Feltz | Registered representative | Oct 2025 (1y) | ||
| Aaron Timothy Winters | Registered representative | CFP | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealthplan Group, Llc | Owner | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brent Thomas Omara: 25% – 50% of Wealthplan Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Feltz, Todd, Arthur: 25% – 50% of Wealthplan Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Wade Cleve Behlen: 25% – 50% of Wealthplan Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lantis Enterprises, Inc. 401(k) Plan | Lantis Enterprises, Inc. | 273 | $5.3M | 01/01/2024 |
| Bass Medical Group 401(k) Plan I | Bass Medical Group, Inc. | 999 | $160M | 01/01/2024 |
| Consumer Safety Technology, Llc 401(k) Plan | Consumer Safety Technology, Llc, A Delaware Llc | 646 | $18.4M | 01/01/2024 |
| Gregg Young Automotive Group 401(k) Plan | Gregg Young Chevrolet, Inc. | 447 | $15.9M | 01/01/2024 |
| Shenandoah Medical Center 403 B Plan | Shenandoah Medical Center | 367 | $21.0M | 01/01/2024 |
| Rosen Publishing Group 401(k) Plan | Rosen Publishing Group Inc. | 62 | $10.0M | 01/01/2024 |
| Standard Profit Sharing Plan Plus 401 K Plan | Standard Nutrition Company | 544 | $40.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (99% of AUM) Jul 2026
- John Hancock Investment Management Distributors Llc $442M (21% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗