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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2001
- Office Locations
- 29
Office Locations
About Wealth Management
Wealth Management (Norfolk, NE) partners with CPAs and financial professionals to add investment advisory capabilities alongside tax planning and holistic financial planning. The firm provides evidence-based model portfolios using low-cost vehicles plus back-office support so advisors stay client-facing. Founded as a CPA firm in 1948 and in advisory since 1999, it supports teams nationwide.
Reported data analysis
What the numbers show
Between November 18, 2025 and June 10, 2026, reported AUM increased 19.6%, from $3.1B to $3.7B.
Across 5 reported observations, AUM increased 50.9% between September 9, 2022 and June 10, 2026, from $2.5B to $3.7B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 49 advisory representatives and 4,751 clients, or 97 clients per representative. That equates to $780.6K in reported AUM per client.
The profile lists 29 reported office locations and 25 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
JARED MATTHEW FALTYS
Co-Chief Executive Officer, Partner, VICE PRESIDENT
- CRD
- #4725174
- Ownership
- Less than 5%
NATHAN AUBREY RAABE
Chief Compliance Officer
- CRD
- #5562130
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERT DEAN ALMQUIST
Partner
- CRD
- #5430169
Ryan C Anderson
First Vice President
- CRD
- #6855981
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,666,035,915 | $771,797 |
| Non-Discretionary | $42,670,617 | $42,670,617 |
| Total | $3,708,706,532 | $780,616 |
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Separately Managed Accounts
SMA allocation detail is available
Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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