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Wealth Management Nebraska LLC

● SEC registered since 2006CRD 137080SEC# 801-65977Norfolk, NE
Export (members)
Reg. AUM
$3.1B
Employees
60
Accounts
3,617
Location
Norfolk, NE

Wealth Management Nebraska LLC assets under management

Wealth Management Nebraska LLC is an SEC-registered investment adviser based in Norfolk, NE. The firm has been registered since 2006. It reports $3.1 billion in regulatory assets under management and employs 60 people.
403bplan.netView on SEC.gov ↗

Wealth Management Nebraska LLC owners & executives

8 reported
NameTitleOwnershipSince
Integrity Wealth, LLC ControlMemberOver 75%2024
Jared Matthew Faltys ControlCo-Chief Executive OfficerUnder 5%2007
Nathan Aubrey Raabe ControlChief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Wealth Management Nebraska LLC manage?

Wealth Management Nebraska LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Nebraska LLC have?

Wealth Management Nebraska LLC reports 60 employees.

Where is Wealth Management Nebraska LLC located?

Wealth Management Nebraska LLC is based in Norfolk, NE and has been SEC-registered since 2006.

Does Wealth Management Nebraska LLC disclose fund performance?

Wealth Management Nebraska LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 South 4th Street, Norfolk, NE 68701
Phone402-371-1160
Fax402-379-3818
Office hours8:00 a.m. -5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$3.07B
Non-discretionary$26.6M
Total (RAUM)$3.1B