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Ellerbrock-Norris Wealth Strategies LLC

● SEC registered since 2025CRD 295099SEC# 801-132779Omaha, NE
Export (members)
Reg. AUM
$110.6M
Employees
3
Accounts
277
Location
Omaha, NE

Ellerbrock-Norris Wealth Strategies LLC assets under management

Ellerbrock-Norris Wealth Strategies LLC is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2025. It reports $110.6 million in regulatory assets under management and employs 3 people.

Ellerbrock-Norris Wealth Strategies LLC owners & executives

2 reported
NameTitleOwnershipSince
Ellerbrock-Norris Agency, Inc. ControlMemberOver 75%2018
Ryan Lee Brott ControlDirector & Chief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Ellerbrock-Norris Wealth Strategies LLC manage?

Ellerbrock-Norris Wealth Strategies LLC reports $110.6 million in regulatory assets under management on its Form ADV.

How many employees does Ellerbrock-Norris Wealth Strategies LLC have?

Ellerbrock-Norris Wealth Strategies LLC reports 3 employees.

Where is Ellerbrock-Norris Wealth Strategies LLC located?

Ellerbrock-Norris Wealth Strategies LLC is based in Omaha, NE and has been SEC-registered since 2025.

Does Ellerbrock-Norris Wealth Strategies LLC disclose fund performance?

Ellerbrock-Norris Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4331 North 156th Street, Omaha, NE 68116
Phone(402) 884-1320
Fax(402) 979-8530
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$110.6M
Total (RAUM)$110.6M