|
⚲
|
| True Measure Wealth Management
✚
|
|
|---|---|
| CRD # | 116265 |
| SEC # | 801-60778 |
| CIK # | |
| AUM | $241.5 M (2026-03-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 402-342-1400 |
| Address | 18140 Burke Street Omaha, NE 68022 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 72.5 |
| (b) Individuals (high net worth individuals) | 74 | 169.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 241.5 |
| By Discretionary | ||
| Discretionary | 342 | 241.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 342 | 241.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.5 | |
| Total | 342 | 241.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McBroom & Associates LLC
✚
|
NV | 0.2 |
|
Intelligent Financial Strategies LLC
✚
|
MN | 0.2 |
|
J P Davis Inc
✚
|
AZ | 0.2 |
|
Sanchez & Zures LLC
✚
|
VA | 0.2 |
|
Adolos Asset Management
✚
|
0.2 | |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
VVR Holdings LLC
✚
|
WA | 0.2 |
|
Carlin Wealth Management Group LLC
✚
|
TX | 0.2 |
|
The Kieckhefer Group LLC
✚
|
WI | 0.2 |