RIA Intel›Advisers›Nebraska›WEALTH MANAGEMENT NEBRASKA LLC

WEALTH MANAGEMENT NEBRASKA LLC

Advisory

N·NORFOLK, NE

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$3.7B

1-Year AUM Growth

+18.5%

3-Year CAGR

+12.3%

Employees

49

Assets Under Management

Total AUM$3.7B

Discretionary AUM$3.7B

Non-Discretionary AUM$43M

Discretionary %98.8%

Total Clients3,617

Team

Total Employees49

Investment Advisers61

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record68

First FilingJan 6, 2006

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 68 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTH MANAGEMENT NEBRASKA LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.