DBA: WEALTH MANAGEMENT
| Total AUM | $3.71B |
| Discretionary | $3.67B99% of AUM |
| Non-Discretionary | $42.7M |
| Client Accounts | 4,751 |
| Avg Account Size | $781K |
| Employees | 61 |
| Peak AUM | $3.71BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.7B | +19.6% | +16.0% | +13.3% | |
| Discretionary AUM | |||||
| Total AUM | $3.71B |
| Discretionary | $3.67B |
| Employees | 61 |
| Client Accounts | 4751 |
| Client Range | 101-250 |
Address
125 SOUTH 4TH STREET
NORFOLK NE 68701
Phone
402-371-1160
Filing History
81 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.7B
98.8% of AUM
Non-Discretionary
$43M
1.2% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
Total AUM
$3.7B
| $3.7B |
| +19.3% |
| +15.7% |
| +13.2% |
| Non-Disc. AUM | $43M | +60.6% | +62.9% | +36.3% |
| Total Accounts | 5k | +31.4% | +12.2% | +10.3% |
| Avg Account Size | $780,615.982 | 8.9% | +3.4% | +2.7% |
| Employees | 61 | +1.7% | +0.5% | +3.6% |
| AUM / Employee | $61M | +17.6% | +15.3% | +9.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.7B | +15.4% | +11.1% | +11.4% | |
| Institutional AUM | $2.0B | +23.6% | +21.0% | +15.1% | |
Client Count Segments | |||||
| HNW Clients | 4k | +31.6% | +13.0% | +10.0% | |
| Institutional | 20 | 0.0% | +1.7% | +8.8% | |
| Individuals | 1k | +31.4% | +15.4% | +11.7% | |