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| Wealth Management Nebraska LLC
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|---|---|
| CRD # | 137080 |
| SEC # | 801-65977 |
| CIK # | |
| AUM | $2.8 BB (2024-06-26) |
| Employees | 60 (80% Investors, 0% Brokers) |
| Phone | 402-371-1160 |
| Address | 125 South 4th Street Norfolk, NE 68701 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,767 | 0.8 |
| (b) Individuals (high net worth individuals) | 693 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,482 | 2.8 |
| By Discretionary | ||
| Discretionary | 3,481 | 2.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 3,482 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 3,482 | 2.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Good Life Advisors LLC
✚
|
PA | 2.9 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
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|
2.8 | |
|
Howland Capital Management LLC
✚
|
MA | 2.8 |
|
XML Financial LLC
✚
|
MD | 2.8 |
|
Alera Investment Advisors LLC
✚
|
IL | 2.7 |
|
BT Family Office LLC
✚
|
GA | 2.7 |
|
St Germain Investment Management Inc
✚
|
MA | 2.7 |
|
Voya Financial Advisors Inc
✚
|
CT | 2.7 |
|
Donaldson Capital Management LLC
✚
|
IN | 2.7 |
|
Arete Wealth Advisors LLC
✚
|
IL | 2.7 |