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
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

Explore More Retirement Advisors in Norfolk, Nebraska

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.