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- Custodian
- Betterment · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-07-2001
- Office Locations
- 1
Office Locations
About True Measure Wealth Management
True Measure Wealth Management is an Omaha-based RIA providing financial planning and discretionary portfolio management, with an emphasis on helping families build healthier money behaviors across generations. The firm supports tax and estate planning coordination and insurance review, and implements portfolios primarily using ETFs and public funds, with Schwab and SEI among its custodial platforms.
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Owner & Executives
PATRICK KEVIN TUCKER
Financial Advisor, General Partner, President
- CRD
- #2730573
- Ownership
- 75% or more
THADDEUS MICHAEL HEDIN
Chief Compliance Officer, Head of Operations
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,547,365 | $706,279 |
| Non-Discretionary | $0 | -- |
| Total | $241,547,365 | $706,279 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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