RIA Intel›Advisers›Nebraska›VOGEL WEALTH MANAGEMENT, LLC

VOGEL WEALTH MANAGEMENT, LLC

Advisory

OMAHA, NE

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$190K

across 28 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients28

Team

Total Employees2

Investment Advisers2

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.

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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

28 clients

6 high-net-worth

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

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Advisers of similar size in NE

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

FIRST CLASS WEALTH MANAGEMENT LLC

$5M

TURNER FINANCIAL LLC

$5M

MAXUS WEALTH MANAGEMENT LLC

$6M

WELL ADVISED, LLC

$6M

BRILLIANT FINANCIAL ADVISORS LLC

$7M

MODERN PORTFOLIO CONSULTANTS COMPANY

$7M

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