|
⚲
|
| True Measure Wealth Management
✚
| |
|---|---|
| CRD # | 116265 |
| SEC # | 801-60778 |
| CIK # | |
| AUM | $207.7 MM (2024-03-10) |
| Employees | 2 (0% Investors, 0% Brokers) |
| Phone | 402-342-1400 |
| Address | 144 S 39th Street Omaha, NE 68131 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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 |