This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$161MItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$159M

Private client RAUM

$159MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$40.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

558

Individual clients

154

High net worth clients

40

Custody, client assets

$53.4M

SEC number

801-130385

CRD

282904

Filings on the tape

7

First filed

Apr 30, 2024

Latest filed

May 12, 2026

Organised

Corporation, UT

• Occurred

  Apr 30, 2024
  First Form ADV filing

  Medicus Wealth Planning, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d74beee3-be1e-0720-cfc3-82f9932f090b

First observed

Apr 30, 2024

Last observed

May 12, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.