RIA Intel›Advisers›Nebraska›SPIEHS WEALTH MANAGEMENT, INC.

SPIEHS WEALTH MANAGEMENT, INC.

Advisory

GRAND ISLAND, NE

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NE

#133

of 134 advisers by AUM

Average account

$111K

across 287 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients287

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNE, TX

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

287 clients

47 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.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

$32M

PROFESSIONAL FINANCIAL ADVISORS, LLC

NORTH PLATTE, NE

$32M

VIRTUE WEALTH COUNSEL, LLC

$31M

CAMPBELL WEALTH MANAGEMENT, INC.

$31M

RUTHERFORD, GREGORY A.

$33M

MODERN ASSET MANAGEMENT LLC

$30M

Get the full picture on SPIEHS WEALTH MANAGEMENT, INC.

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

Create a free account →See plans