125 South 4th Street
Norfolk, Nebraska 68701
Tel: 402-371-1160
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.
SEC Current Status | Approved |
Firm CRD# | 137080 |
SEC# | 801-65977 |
Assets Managed by Firm | $2,348,931,303 |
No. of Clients | 3334 |
No. of Advisors | 60 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3334 | $2,348,931,303 |
Individuals (other than high net worth individuals) | 2543 | $809,894,534 |
High net worth individuals | 657 | $433,391,104 |
Pension and profit sharing plans | 1 | $1,097,431,947 |
Charitable organizations | 5 | $1,606,370 |
Corporations or other businesses | 13 | $6,607,348 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,283,016,878 | 176366 | 326 | |
$38,163,842,160 | 200228 | 3748 | |
$23,108,472,280 | 1823 | 50 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 |
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