ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

CRD 295099 · SEC 801-132779

4331 NORTH 156TH STREET, OMAHA, NE, 68116, United States

Phone

(402) 884-1320

Fax

(402) 979-8530

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$171.6M

Discretionary AUM

$144.4M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Type	Clients	AUM
Individuals	35	$16.8M
High net worth individuals	39	$140.6M
Pension/profit sharing plans	11	$14.3M

NE, TX

Official SEC filing: View on IAPD