DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Investment consultant
Wealthplan Advisors, LLC
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
152
filed Mar 17, 2022
ADV institutional RAUM
$2.0B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$359M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.85; discretionary RAUM $359M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
1 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities | 2022 | 27 99 | INVESTMENT ADVISORY |
Form ADV readings
- charity clients 3 Mar 17, 2022 reported
- institutional clients 152 Mar 17, 2022 reported
- pension plan clients 149 Mar 17, 2022 reported
- raum discretionary $359M Mar 17, 2022 reported
- raum institutional $2.0B Mar 17, 2022 reported
- raum total $2.3B Mar 17, 2022 reported
What changed
- Dec 31, 2023Consultant changedinferenceEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation FacilitiesWealthplan Advisors LLC no longer appears on Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wealthplan Advisors, LLCaskebsa.dol.gov