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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-22-2018
- Office Locations
- 1
Office Locations
About Ellerbrock-Norris Wealth Strategies LLC
Ellerbrock-Norris Wealth Strategies is an Omaha-based RIA serving business owners and retirees with a planning-led approach spanning financial planning, tax and estate planning, retirement plans, insurance, and charitable giving. Portfolios emphasize asset allocation and risk management using vehicles such as ETFs and mutual funds. The firm’s FOCUS process includes a mind-mapping exercise, plan implementation, and regular check-ins, supported by Envestnet/MoneyGuide and Schwab custody.
Team overview
Insights
Client Personas
CRM
Services
Owner & Executives
Ryan Lee Brott
Chief Compliance Officer, Chief Financial Officer, DIRECTOR
- CRD
- #5886965
- Ownership
- Less than 5%
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Benjamin Edward Woods
Advisor
- CRD
- #2958295
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,381,905 | $449,788 |
| Non-Discretionary | $27,236,753 | $1,296,988 |
| Total | $171,618,658 | $501,809 |
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Separately Managed Accounts
Total SMA Asset: $171,618,658
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $356,578,936 | 17.0% |
| Equity - Exchange | $364,969,029 | 17.4% |
| Municipal Bonds | $721,547,965 | 34.4% |
| U.S. Government/Agency | $272,678,010 | 13.0% |
| Cash | $381,749,214 | 18.2% |
| Total | $2,097,523,154 | 100.0% |