# Medicus Wealth Planning, Inc.

> Medicus Wealth Planning, Inc. is an SEC-registered investment advisory firm in Draper, UT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 282904
- Filed as: MEDICUS WEALTH PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Draper, UT
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282904
- AdvisorCensus page: https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904

## Quick answers

**How is Medicus Wealth Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Medicus Wealth Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Medicus Wealth Planning, Inc. located?**
Medicus Wealth Planning, Inc.'s principal office is in Draper, UT, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Medicus Wealth Planning, Inc. registered with the SEC or a state?**
Medicus Wealth Planning, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 282904.

**How much does Medicus Wealth Planning, Inc. manage?**
Medicus Wealth Planning, Inc. reports $160,839,869 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (99% discretionary).

**How have Medicus Wealth Planning, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Medicus Wealth Planning, Inc.: Regulatory assets under management: $100,939,574 in the October 2024 data and $160,839,869 in the October 2026 data, up 59%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Medicus Wealth Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Medicus Wealth Planning, Inc. use?**
Medicus Wealth Planning, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Medicus Wealth Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282904

**Does Medicus Wealth Planning, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is no account minimum for any of MWP’s services."

**What changed in Medicus Wealth Planning, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,277,879 to $160,839,869 (+23%). Added an office in Las Vegas, NV. Added an office in Salt Lake City, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> There is no account minimum for any of MWP’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $160,839,869
- Discretionary: $159,299,094
- Non-discretionary: $1,540,775

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 154 | $45,313,567 |
| High net worth individuals | 40 | $113,985,527 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,540,775 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Las Vegas, NV
- Salt Lake City, UT

### Websites listed on Form ADV (Item 1.I)
- medicuswealthplanning.com
- Facebook @MEDICUSWEALTHPLANNING
- LinkedIn @medicus-wealth-planning
- X @MEDICUS_WP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,939,574 | 4 | August 20, 2024 |
| October 2025 | $130,277,879 | 5 | February 24, 2025 |
| October 2026 | $160,839,869 | 5 | May 12, 2026 |

Regulatory assets under management: $100,939,574 in the October 2024 data and $160,839,869 in the October 2026 data, up 59%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,277,879 to $160,839,869 (+23%).
- Added an office in Las Vegas, NV.
- Added an office in Salt Lake City, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Medicus Wealth Planning, Inc. (CRD 282904): Form ADV filing data as of October 2026.