WEALTH MANAGEMENT NEBRASKA LLC
Legal name: WEALTH MANAGEMENT
CRD #137080 SEC #801-65977 NORFOLK, NE 402-371-1160
SEC Registered Disclosures
Total AUM
$3.1B
Discretionary
$3.1B
Employees
60
Clients
101
Accounts
3,617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Oct 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Jul 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Jun 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Jun 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Apr 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Mar 2025 | $3.1B | $3.1B | $26.6M | 60 | 0 |
| Jan 2025 | $2.8B | $2.8B | $14.1M | 60 | 0 |
| Oct 2024 | $2.8B | $2.8B | $14.1M | 60 | 0 |
| Jun 2024 | $2.8B | $2.8B | $14.1M | 60 | 0 |
| Apr 2024 | $2.8B | $2.8B | $14.1M | 60 | 0 |
| Apr 2024 | $2.8B | $2.8B | $14.1M | 60 | 0 |
| Mar 2024 | $2.8B | $2.8B | $14.1M | 60 | 0 |
| Jan 2024 | $2.3B | $2.3B | $9.5M | 60 | 0 |
| Dec 2023 | $2.3B | $2.3B | $9.5M | 60 | 0 |
| Oct 2023 | $2.3B | $2.3B | $9.5M | 60 | 0 |
| Oct 2023 | $2.3B | $2.3B | $9.5M | 60 | 0 |
| Sep 2023 | $2.3B | $2.3B | $9.5M | 60 | 0 |
| Mar 2023 | $2.3B | $2.3B | $9.5M | 60 | 0 |
| Sep 2022 | $2.5B | $2.4B | $10.4M | 60 | 0 |
| Aug 2022 | $2.5B | $2.4B | $10.4M | 60 | 0 |
| Jul 2022 | $2.5B | $2.4B | $10.4M | 60 | 0 |
| Mar 2022 | $2.5B | $2.4B | $10.4M | 60 | 0 |
| Dec 2021 | $2B | $2B | $8.8M | 60 | 0 |
| Dec 2021 | $2B | $2B | $8.8M | 60 | 0 |
| Oct 2021 | $2B | $2B | $8.8M | 60 | 0 |
| Oct 2021 | $2B | $2B | $8.8M | 51 | 0 |
| Jul 2021 | $2B | $2B | $8.8M | 51 | 0 |
| May 2021 | $2B | $2B | $8.8M | 51 | 0 |
| Mar 2021 | $2B | $2B | $8.8M | 51 | 0 |
| Nov 2020 | $1.5B | $1.4B | $99.6M | 45 | 0 |
| Sep 2020 | $1.5B | $1.4B | $99.6M | 45 | 0 |
| Aug 2020 | $1.5B | $1.4B | $99.6M | 45 | 0 |
| Aug 2020 | $1.5B | $1.4B | $99.6M | 45 | 0 |
| Jun 2020 | $1.5B | $1.4B | $99.6M | 45 | 0 |
| Mar 2020 | $1.5B | $1.4B | $99.6M | 45 | 0 |
| Nov 2019 | $1.4B | $1.3B | $80.5M | 41 | 0 |
| May 2019 | $1.4B | $1.3B | $80.5M | 41 | 0 |
| Apr 2019 | $1.4B | $1.3B | $80.5M | 41 | 0 |
| Mar 2019 | $1.4B | $1.3B | $80.5M | 41 | 0 |
| Mar 2019 | $1.4B | $1.3B | $80.5M | 41 | 0 |
| Jan 2019 | $1.5B | $1.3B | $155.4M | 50 | 0 |
| Mar 2018 | $1.5B | $1.3B | $155.4M | 50 | 0 |
| Sep 2017 | $1.1B | $1.1B | $64.3M | 41 | 4,400 |
| Apr 2017 | $1.1B | $1.1B | $64.3M | 41 | 4,400 |
| Mar 2017 | $1.1B | $1.1B | $64.3M | 41 | 4,400 |
| Mar 2016 | $836.9M | $777.7M | $59.2M | 41 | 3,300 |
| Mar 2015 | $760M | $701M | $59.1M | 37 | 3,300 |
| Aug 2014 | $506.9M | $453M | $53.9M | 37 | 3,300 |
| Apr 2014 | $506.9M | $453M | $53.9M | 37 | 3,300 |
| Mar 2014 | $506.9M | $453M | $53.9M | 37 | 3,300 |
| Mar 2013 | $347.1M | $308.5M | $38.6M | 33 | 3,400 |
| Feb 2013 | $259.3M | $229.3M | $29.9M | 32 | 3,000 |
| Mar 2012 | $259.3M | $229.3M | $29.9M | 11 | 3,000 |
| Mar 2011 | $193.4M | $162.8M | $30.6M | -- | -- |
| Oct 2009 | $24.8M | $24.8M | $0 | -- | -- |
| Apr 2009 | $24.8M | $24.8M | $0 | -- | -- |
| Mar 2009 | $24.8M | $24.8M | $0 | -- | -- |
| Oct 2007 | $4.3M | $4.3M | $0 | 10 | -- |
| Feb 2007 | $4.3M | $4.3M | $0 | 10 | -- |
| Feb 2006 | $0 | $0 | $0 | 10 | -- |
| Feb 2006 | $0 | $0 | $0 | 10 | -- |
| Feb 2006 | $0 | $0 | $0 | 10 | -- |
| Jan 2006 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateOct 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateJul 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateJun 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateJun 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateApr 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$26.6M
Employees60
Clients0
DateJan 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$14.1M
Employees60
Clients0
DateOct 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$14.1M
Employees60
Clients0
DateJun 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$14.1M
Employees60
Clients0
DateApr 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$14.1M
Employees60
Clients0
DateApr 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$14.1M
Employees60
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$14.1M
Employees60
Clients0
DateJan 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees60
Clients0
DateDec 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees60
Clients0
DateOct 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees60
Clients0
DateOct 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees60
Clients0
DateSep 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees60
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$9.5M
Employees60
Clients0
DateSep 2022
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$10.4M
Employees60
Clients0
DateAug 2022
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$10.4M
Employees60
Clients0
DateJul 2022
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$10.4M
Employees60
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$10.4M
Employees60
Clients0
DateDec 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees60
Clients0
DateDec 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees60
Clients0
DateOct 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees60
Clients0
DateOct 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees51
Clients0
DateJul 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees51
Clients0
DateMay 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees51
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.8M
Employees51
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$99.6M
Employees45
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$99.6M
Employees45
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$99.6M
Employees45
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$99.6M
Employees45
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$99.6M
Employees45
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$99.6M
Employees45
Clients0
DateNov 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$80.5M
Employees41
Clients0
DateMay 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$80.5M
Employees41
Clients0
DateApr 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$80.5M
Employees41
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$80.5M
Employees41
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$80.5M
Employees41
Clients0
DateJan 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$155.4M
Employees50
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$155.4M
Employees50
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64.3M
Employees41
Clients4,400
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64.3M
Employees41
Clients4,400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64.3M
Employees41
Clients4,400
DateMar 2016
Total AUM$836.9M
Discretionary$777.7M
Non-Disc.$59.2M
Employees41
Clients3,300
DateMar 2015
Total AUM$760M
Discretionary$701M
Non-Disc.$59.1M
Employees37
Clients3,300
DateAug 2014
Total AUM$506.9M
Discretionary$453M
Non-Disc.$53.9M
Employees37
Clients3,300
DateApr 2014
Total AUM$506.9M
Discretionary$453M
Non-Disc.$53.9M
Employees37
Clients3,300
DateMar 2014
Total AUM$506.9M
Discretionary$453M
Non-Disc.$53.9M
Employees37
Clients3,300
DateMar 2013
Total AUM$347.1M
Discretionary$308.5M
Non-Disc.$38.6M
Employees33
Clients3,400
DateFeb 2013
Total AUM$259.3M
Discretionary$229.3M
Non-Disc.$29.9M
Employees32
Clients3,000
DateMar 2012
Total AUM$259.3M
Discretionary$229.3M
Non-Disc.$29.9M
Employees11
Clients3,000
DateMar 2011
Total AUM$193.4M
Discretionary$162.8M
Non-Disc.$30.6M
Employees--
Clients--
DateOct 2009
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--