# MEDICUS WEALTH PLANNING, INC.

MEDICUS WEALTH PLANNING, INC. of DRAPER, UT is an SEC-registered investment adviser.

## Registration

- CRD: 282904
- Type: SEC-registered investment adviser
- SEC file number: 801-130385
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Douglas Michels | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Michels Kevin Douglas | OWNER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282904/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282904/similar
- Related entities: https://search.stillhousedata.com/firm/282904/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282904

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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.