True Measure Wealth Management
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Overview
True Measure Wealth Management operates as an advisory firm headquartered in Omaha, Nebraska. It oversees $196.2 million in total assets over 335 client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). It has a small group, including 0 financial advisor. True Measure Wealth Management does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, stocks and options.
True Measure Wealth Management manages all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the client's authorization. The firm manages about $585,527 in assets for every customer account.
True Measure Wealth Management's main office is located at 144 S. 39Th Street, Omaha, Nebraska 68131. True Measure Wealth Management is allowed to serve clients across 4 states, including Iowa, Minnesota, Nebraska and Texas.
Assets Under Management
Disclosures
Office Location
True Measure Wealth Management by the Numbers
$196.2 million
2
335
$585.5 thousand
Products and Services
Financial services that True Measure Wealth Management provides can include financial planning services and portfolio management for individuals and small businesses. In the last financial year, True Measure Wealth Management provided financial planning services to 51-100 of its accounts. It does sell products or offer services other than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on which service is provided. However, fees charged by True Measure Wealth Management likely include some blend of the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
True Measure Wealth Management works with retail investors and high net worth investors. Out of its 335 customers, True Measure Wealth Management's largest client is retail investors, though it also manages money for 94 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 28.06%
- Other Individuals - 71.94%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
True Measure Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at True Measure Wealth Management
Omaha, NE
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