RIA Intel›Advisers›Nebraska›WEALTHMARK, INC.

WEALTHMARK, INC.

Advisory

NE

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$443K

across 41 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

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.

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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

20 clients

3 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.

FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC.

$18M

LIBERTY ADVISERS INC.

$20M

SCHWENDIMAN PARTNERS

$16M

ALPHAOMEGA WEALTH MANAGEMENT, LLC

$20M

FYVIE FINANCIAL LLC

$16M

ASSOCIATED INVESTMENT MANAGEMENT, INC.

$15M

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