Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Management

    Registered investment advisor · Norfolk, Nebraska · CRD #137080

    Assets Under Management
    $3.7B
    Client Accounts
    4,751
    Employees
    61
    CRD Number
    137080
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Management

    Wealth management firms provide investment advisory services to affluent clients, focusing on growing, protecting, and transferring assets through tailored services like investing, tax planning, and estate management. They offer comprehensive financial planning that includes all aspects of a client's financial well-being.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wealth Management's AUM?

    Wealth Management reports approximately $3.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Management headquartered?

    Wealth Management is headquartered in Norfolk, Nebraska.

    What is Wealth Management's CRD number?

    Wealth Management's CRD number is 137080. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Management manage?

    Wealth Management manages approximately 4,751 client accounts according to its latest SEC filing.

    Is Wealth Management SEC registered?

    Yes, Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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