Wealth Management Nebraska LLC
● SEC registered since 2006CRD 137080SEC# 801-65977Norfolk, NE
Reg. AUM
$3.71B
Employees
61
Accounts
4,751
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 $3.7 billion in regulatory assets under management and employs 61 people.
Wealth Management Nebraska LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Integrity Wealth, LLC Control | Member | Over 75% | 2024 |
| Jared Matthew Faltys Control | Co-Chief Executive Officer | Under 5% | 2007 |
| Nathan Aubrey Raabe Control | Chief Compliance Officer | Under 5% | 2017 |
| Integrity Marketing Acquisition, LLC Control | Indirect Owner | Over 75% | 2021 |
| Integrity Marketing Intermediate, LLC Control | Indirect Owner | Over 75% | 2021 |
| Integrity Marketing Parent, LLC Control | Indirect Owner | Over 75% | 2021 |
| Integrity Marketing Partners, LLC Control | Indirect Owner | Over 75% | 2024 |
| Integrity, LLC Control | Indirect Owner | Over 75% | 2021 |
Frequently asked questions
How much does Wealth Management Nebraska LLC manage?
Wealth Management Nebraska LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Nebraska LLC have?
Wealth Management Nebraska LLC reports 61 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
| Address | 125 South 4th Street, Norfolk, NE 68701 |
| Phone | 402-371-1160 |
| Fax | 402-379-3818 |
| Office hours | 8:00 a.m. -5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.71B▲ 33%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,306 advisers
EmployeesTop 10%
More than 90% of 16,824 advisers
Assets under management
$3.71Bregulatory AUM
Discretionary $3.67BNon-discretionary $42.7M