MEDICUS WEALTH PLANNING, INC.

Overview

Medicus Wealth Planning, Inc. is an independent registered investment adviser that provides financial planning and portfolio management services primarily for individuals, families and small businesses, with some institutional clients as well. The firm charges percentage-of-AUM and fixed fees and appears to act as an adviser rather than as a direct capital allocator, relying on third‑party managers for alternative exposures. Its SEC registration is recent (2024), and the business is organized as a corporation owned by an individual. Medicus does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices