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Building 2TRUE MEASURE WEALTH MANAGEMENT

Map pinOMAHA, NE
Phone402-342- 1400
NotebookSEC #801-60778
Total AUM
$241.5M
Employees
2
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18140 BURKE STREET
SUITE 202
OMAHA
NE 68022
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
402-342- 1400
Other Offices
1

ReceiptFinancials

Total AUM
$241.5M
Accounts
342
Discretionary
$241.5M
Accounts
342
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$72.5M
HNW Individual Clients
74
AUM
$169.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
IAMNNETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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