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WEALTH MANAGEMENT
Legal name: WEALTH MANAGEMENT NEBRASKA LLC
CRD 137080File 801-65977
APPROVED
Retail clients
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.71B
Top 25% of cohort (national)
Discretionary AUM
$3.67B
Non-discretionary $42.7M
Clients
4,751
4,751 accounts
Employees
61
Top 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 17, 2006
- Principal office
- 125 SOUTH 4TH STREET, NORFOLK, NE, 68701
- Phone
- 402-371-1160
- Website
- HTTPS://403BPLAN.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.71B
- Discretionary AUM
- $3.67B
- Non-discretionary AUM
- $42.7M
- Discretionary accounts
- 4,750
- Non-discretionary accounts
- 1
- Total accounts
- 4,751
- AUM per client
- $781K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $7.2M |
| Charitable organizations | 7 | $13.9M |
| High net worth individuals | 1,021 | $872.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.97B |
| State or municipal government entities | 1 | $421K |
| Individuals (other than high net worth individuals) | 3,710 | $849.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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- Q11
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.