W
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2023
- Office Locations
- 1
Office Locations
1055 N 115 ST, STE 204 Omaha NE
About Well Advised, LLC
Well Advised, LLC is a Omaha-based RIA. The firm has been operating for 3 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Jackson National Life.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$201.2K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFERY LYNN INGRAHAM
Chief Compliance Officer, Manager
- CRD
- #4199507
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,035,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,035,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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