RIA Intel›Advisers›Nebraska›CASTINADO WEALTH STRATEGIES, LLC

CASTINADO WEALTH STRATEGIES, LLC

Advisory

OMAHA, NE

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in NE

#110

of 134 advisers by AUM

Average account

$281K

across 221 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$62M

Discretionary AUM$56M

Non-Discretionary AUM$6M

Discretionary %90.3%

Total Clients133

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, NE

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

133 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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