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WEALTH MANAGEMENT
WEALTH MANAGEMENT NEBRASKA LLC
CRD 137080 · SEC 801-65977
125 SOUTH 4TH STREET, NORFOLK, NE, 68701, United States
Phone
402-371-1160
Fax
402-379-3818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.71B
Discretionary AUM
$3.67B
Team
61 total employees; 49 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminarsSUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3710 | $849.3M |
| High net worth individuals | 1021 | $872.0M |
| Pension/profit sharing plans | 1 | $1.97B |
| Charitable organizations | 7 | $13.9M |
| State/municipal entities | 1 | $421K |
| Corporations/business entities | 11 | $7.2M |
States served
AL, AK, AZ, AR, CA, CO, GA, ID, IL, IA, KS, KY, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD