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WELL ADVISED, LLC
CRD 326148
1055 N 115 ST, STE 204, OMAHA, NE, 68154, United States
Phone
(402) 397-5033
Fax
402-397-5033
Registration
— (—)
Source
State registered
Total AUM
$6.0M
Discretionary AUM
$6.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD