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| Keyboard |
| True Measure Wealth Management
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|
|---|---|
| CRD # | 116265 |
| SEC # | 801-60778 |
| CIK # | |
| AUM | 241.5 M (2026-03-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NV | 242.1 M |
|
Intelligent Financial Strategies LLC
✚
|
MN | 242.0 M |
|
J P Davis Inc
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|
AZ | 242.0 M |
|
Sanchez & Zures LLC
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|
VA | 241.9 M |
|
Adolos Asset Management
✚
|
241.8 M | |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 241.7 M |
|
Prism Planning Partners LLC
✚
|
IL | 241.5 M |
|
VVR Holdings LLC
✚
|
WA | 241.1 M |
|
Carlin Wealth Management Group LLC
✚
|
TX | 240.9 M |
|
The Kieckhefer Group LLC
✚
|
WI | 240.8 M |