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VOGEL WEALTH MANAGEMENT, LLC
CRD 326498
11330 Q STREET, SUITE 213, OMAHA, NE, 68137, United States
Phone
402-597-2304
Fax
402-597-2348
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.2M |
| High net worth individuals | 6 | $1.2M |
| Pension/profit sharing plans | 1 | $988K |
All web addresses on file
Official SEC filing: View on IAPD