1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

Map pinOMAHA, NE
Phone(402) 884-1320
NotebookSEC #801-132779
Total AUM
$171.6M
Employees
3
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4331 NORTH 156TH STREET
OMAHA
NE 68116
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(402) 884-1320

ReceiptFinancials

Total AUM
$171.6M
Accounts
342
Discretionary
$144.4M
Accounts
321
Non-Discretionary
$27.2M
Accounts
21

ContactClients

View more in analytics →

Individual Clients
35
AUM
$16.8M
HNW Individual Clients
39
AUM
$140.6M
Pension/Profit Sharing Plan Clients
11
AUM
$14.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account