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WEALTH MANAGEMENT

125 South 4th Street
Norfolk, Nebraska 68701
Tel: 402-371-1160

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About WEALTH MANAGEMENT

WEALTH MANAGEMENT, formally registered with the SEC as WEALTH MANAGEMENT. The firm was established in 02/17/2006. They have over 30 offices throughout the country.

WEALTH MANAGEMENT is a Norfolk, Nebraska based Financial Planning firm with nearly $2,348,931,303 assets under management, offering retirement planning & investment advisory services to 3334 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#137080
SEC# 801-65977
Assets Managed by Firm $2,348,931,303
No. of Clients 3334
No. of Advisors 60

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total3334$2,348,931,303
Individuals (other than high net worth individuals)2543$809,894,534
High net worth individuals657$433,391,104
Pension and profit sharing plans1$1,097,431,947
Charitable organizations5$1,606,370
Corporations or other businesses13$6,607,348
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SECURITIES AMERICA ADVISORS, INC.
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$38,163,842,1602002283748
AMERITAS INVESTMENT PARTNERS, INC.
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$23,108,472,280182350
CWM, LLC
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Omaha, NE, 68154
$19,943,561,186969561111
AMERITAS ADVISORY SERVICES, LLC
5900 O Street
Lincoln, NE, 68510
$8,534,798,48435218592

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