Investment adviser · CRD 137080
WEALTH MANAGEMENT
Investment adviser filing (IA)
WEALTH MANAGEMENT NEBRASKA LLC
NORFOLK, NE, United States · Form ADV filed Aug 3, 2026
- Regulatory AUM
- $3.71B Form ADV · Item 5.F
- Client accounts
- 4,751 Accounts, not individual clients
- Employees
- 61 Reported in this filing
- Advisory professionals
- 49 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $1,965,885,005 | 53.0% |
| High-net-worth individuals | 1,021 | $871,950,830 | 23.5% |
| Individuals | 3,710 | $849,339,359 | 22.9% |
| Charities | 7 | $13,864,524 | 0.4% |
| Corporations & businesses | 11 | $7,245,672 | 0.2% |
| Government entities | 1 | $421,142 | 0.0% |
Filing source
Form ADV 2112573 · Aug 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
125 SOUTH 4TH STREETNORFOLK, NE, 68701, United States
CRD 137080
Filing source
Form ADV 2112573 · Aug 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.