# WEALTHPLAN ADVISORS, LLC

WEALTHPLAN ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 150573
- Type: SEC-registered investment adviser
- SEC file number: 801-76650
- Location: 8777 N GAINEY CENTER DRIVE, SUITE 201, SCOTTSDALE, AZ, 85258
- Phone: 480-505-0234
- Latest filing: 2022-03-17
- Regulatory AUM: $2.3B
- Discretionary AUM: $359.3M
- Non-discretionary AUM: $2.0B
- Clients: 18
- Accounts: 982

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HORTON RICK LEWIS | MANAGER, CHIEF COMPLIANCE OFFICER; PRESIDENT; SECRETARY, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| SCHLAPPI BECKY STRATTON | TREASURER | — |
| SCHLAPPI SCOTT LARRY | MANAGER; PRESIDENT; PRESIDENT, DIRECTOR | — |
| SCHLAPPI TODD MATHEW | VP,  DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150573/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150573/similar
- Related entities: https://search.stillhousedata.com/firm/150573/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150573

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.