← Directory
TRUE MEASURE WEALTH MANAGEMENT
CRD 116265File 801-60778
APPROVED
Retail clients
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$241.5M
Below cohort median (national)
Discretionary AUM
$241.5M
Clients
105
342 accounts
Employees
2
Bottom 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 17, 2001
- Principal office
- 18140 BURKE STREET, SUITE 202, OMAHA, NE, 68022
- Phone
- 402-342- 1400
- Website
- HTTP://WWW.TRUEMEASURE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.5M
- Discretionary AUM
- $241.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 342
- Non-discretionary accounts
- 0
- Total accounts
- 342
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $169.1M |
| Individuals (other than high net worth individuals) | 31 | $72.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $219,756,637 | $241,547,365 | increased by$21,790,728 |
| Mar 1, 2026 | Accounts | 359 | 342 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 316 | 105 | decreased by211 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $226,362,761 | $219,756,637 | decreased by$6,606,124 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 316 | 359 | increased by43 |
| Feb 1, 2022 | Clients | 92 | 316 | increased by224 |
| Feb 1, 2022 | AUM | $179,385,653 | $226,362,761 | increased by$46,977,108 |
| Feb 1, 2022 | Accounts | 92 | 316 | increased by224 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUE MEASURE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUE MEASURE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.