WEALTH MANAGEMENT

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

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 $2,782,818,058 assets under management, offering retirement planning & investment advisory services to 3482 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137080
SEC#	801-65977
Assets Managed by Firm	$2,782,818,058
No. of Clients	3482
No. of Advisors	60

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (SUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3482	$2,782,818,058
Individuals (other than high net worth individuals)	2767	$838,737,949
High net worth individuals	693	$537,373,239
Pension and profit sharing plans	1	$1,396,840,555
Charitable organizations	5	$4,459,404
Corporations or other businesses	13	$5,382,845

More Retirement Planning firms in Norfolk, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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