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Building 2HOMAN WEALTH ADVISORS, LLC

Map pinOMAHA, NE
Phone402-763-6401
NotebookSEC #801-68136
Total AUM
$271.1M
Employees
5
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12829 WEST DODGE ROAD
SUITE 202
OMAHA
NE 68154
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
402-763-6401
Other Offices
1

ReceiptFinancials

Total AUM
$271.1M
Accounts
478
Discretionary
$271.1M
Accounts
478
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$32.3M
HNW Individual Clients
68
AUM
$228.6M
Pension/Profit Sharing Plan Clients
4
AUM
$3M
Charitable Organization Clients
5
AUM
$2.2M
Corporation or Business Clients
3
AUM
$4.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLIAILKSNENHSDTX

HandshakeAffiliates

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

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