|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Nebraska LLC
✚
|
|
|---|---|
| CRD # | 137080 |
| SEC # | 801-65977 |
| CIK # | 0002042783 |
| AUM | $3.1 B (2025-07-09) |
| Employees | 60 (80% Investors, 0% Brokers) |
| Phone | 402-371-1160 |
| Address | 125 South 4th Street Norfolk, NE 68701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.0 | ||
| Taser International Inc | 1.6 | ||
| Texas Instruments Inc | 1.4 | ||
| Nvidia Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,820 | 0.8 |
| (b) Individuals (high net worth individuals) | 777 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,617 | 3.1 |
| By Discretionary | ||
| Discretionary | 3,616 | 3.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 3,617 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 3,617 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042783] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Corecap Advisors LLC
✚
|
MI | 3.2 |
|
IMA Advisory Services Inc
✚
|
CO | 3.2 |
|
Arete Wealth Advisors LLC
✚
|
IL | 3.2 |
|
St Germain Investment Management Inc
✚
|
MA | 3.1 |
|
Donaldson Capital Management LLC
✚
|
IN | 3.1 |
|
FAS Wealth Partners Inc
✚
|
KS | 3.1 |
|
BT Family Office LLC
✚
|
GA | 3.0 |
|
Compound Planning Inc
✚
|
NY | 3.0 |
|
The Retirement Planning Group LLC
✚
|
KS | 3.0 |
|
Sage Rutty & Co Inc
✚
|
NY | 3.0 |