SEC Form ADV

WEALTH MANAGEMENT

Registered Investment AdviserNE
$3.7B
Assets Under Management
4,751
Total Clients
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Registration Details

Accession
CRD-137080
Location
NORFOLK, NE
Filing Date
April 1, 2026
AUM
$3.7B
Total Clients
4,751
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

WEALTH MANAGEMENT is a registered investment adviser headquartered in NORFOLK, NE, managing approximately $3.7B in assets across 4,751 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.