True Measure Wealth Management

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Assets, Funds, Holdings

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True Measure Wealth Management
CRD #116265
SEC #801-60778
CIK #
AUM $207.7 MM (2024-03-10)
Employees 2 (0% Investors, 0% Brokers)
Phone402-342-1400
Address144 S 39th Street
Omaha, NE 68131
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 105 62.3
(b) Individuals (high net worth individuals) 243 145.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 348 207.7
By Discretionary
Discretionary 348 207.7
Non-Discretionary 0 0.0
Total 348 207.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 207.7
Total 348 207.7
Comparable Firms State AUM ($BB)
Dudley Capital Management LLC
VA 0.2
Blue Spark Capital Advisors LLC
NY 0.2
RM Financial Services LLC
ME 0.2
Harbor Island Capital LLC
MA 0.2
Legacy Wealth Management Group Inc
VA 0.2
Northeastern Star Asset Management Inc
PA 0.2
Advyzon Investment Management LLC
IL 0.2
TPG Advisors LLC
IL 0.2
Cutter Financial Group LLC
MA 0.2
RIA Services LLC
WI 0.2
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