144 S. 39th Street
Omaha, Nebraska 68131
Tel: 402-342- 1400
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116265 |
| SEC# | 801-60778 |
| Assets Managed by Firm | $219,756,637 |
| No. of Clients | 359 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 359 | $219,756,637 |
| Individuals (other than high net worth individuals) | 31 | $65,926,992 |
| High net worth individuals | 74 | $153,829,645 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $53,844,463,960 | 299169 | 404 | |
| $24,871,650,720 | 1982 | 50 | |
| $9,882,583,283 | 2646 | 76 | |
| $6,237,040,948 | 4052 | 37 | |
| $5,153,814,823 | 20 | 37 |
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