MEDICUS WEALTH PLANNING, INC.
Tel: 801-994-4777 11681 S 700 E Suite 200 Draper, Utah 84020
About MEDICUS WEALTH PLANNING, INC.
MEDICUS WEALTH PLANNING, INC. is a Draper, Utah based financial advisory firm with nearly $130,277,879 in assets under management and provides investment advisory services for 536 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
282904
Firm SEC#:
801-130385
Assets Under Management:
$130,277,879
No. of Clients:
536
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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