MEDICUS WEALTH PLANNING, INC.

DRAPER, Utah·1 registered advisor·CRD# 282904
SEC# 801-1303852801-994-4777
01

Firm Overview

AUM
$101M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MEDICUS WEALTH PLANNING, INC.

1 registered advisor
Kevin Douglas Michels
DRAPER, Utah
05

Office Locations

DRAPER, Utah
1 advisor

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Data sourced from SEC Form ADV filings. MEDICUS WEALTH PLANNING, INC. (CRD# 282904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.