RIA Intel›Advisers›Nebraska›RESERVE WEALTH PLANNING, LLC

RESERVE WEALTH PLANNING, LLC

Advisory

Data as of Feb 28, 2026 · Source: SEC Form ADV

Average account

$82K

across 41 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 28, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NE

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

JASON WEBSTER

$3M

ECHO FINANCIAL LLC

ARNOLD, NE

$3M

ARMOURWEALTH MANAGEMENT, LLC

LINCOLN, NE

$3M

0.0% 1Y

TRJ WEALTH MANAGEMENT, INC.

$2M

CANVAS RETIREMENT PLANNING LLC

$2M

MCTAGGART CAPITAL, LLC

$2M

Get the full picture on RESERVE WEALTH PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RESERVE WEALTH PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans