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TRUE MEASURE WEALTH MANAGEMENT

144 S. 39th Street
Omaha, Nebraska 68131
Tel: 402-342- 1400

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About TRUE MEASURE WEALTH MANAGEMENT

TRUE MEASURE WEALTH MANAGEMENT, formally registered with the SEC as TRUE MEASURE WEALTH MANAGEMENT. The firm was established in 12/17/2001. They have over 2 offices throughout the country.

TRUE MEASURE WEALTH MANAGEMENT is a Omaha, Nebraska based Financial Planning firm with nearly $219,756,637 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116265
SEC#801-60778
Assets Managed by Firm$219,756,637
No. of Clients359
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total359$219,756,637
Individuals (other than high net worth individuals)31$65,926,992
High net worth individuals74$153,829,645

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