MEDICUS WEALTH PLANNING, INC.

MEDICUS WEALTH PLANNING, INC. of DRAPER, UT is an SEC-registered investment adviser (CRD 282904). Regulatory assets under management: $160.8M.

Registration

• CRD: 282904
• SEC file number: 801-130385
• Type: Registered investment adviser
• Location: 11681 S 700 E, SUITE 200, DRAPER, UT, 84020
• Phone: 801-994-4777
• Latest filing: 2026-05-12
• Regulatory AUM: $160.8M
• Discretionary AUM: $159.3M
• Non-discretionary AUM: $1.5M
• Clients: 5
• Accounts: 558

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282904 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search