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

TRJ WEALTH MANAGEMENT, INC.

Advisory

NE

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account

$134K

across 18 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

18 clients

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.

CANVAS RETIREMENT PLANNING LLC

$2M

ARMOURWEALTH MANAGEMENT, LLC

$3M

MCTAGGART CAPITAL, LLC

$2M

RMR WEALTH CREATIONS, INC.

$2M

$3M

RESERVE WEALTH PLANNING, LLC

$3M

Get the full picture on TRJ WEALTH MANAGEMENT, INC.

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

Create a free account →See plans