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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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