True Measure Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 18, 2026, reports $242M in regulatory assets under management, 2 employees, 1 office, and 342 accounts.
Assets Under Management
$242M
Employees
2
Offices
1 office
Total Clients
105
Primary office
OMAHA, NE
18140 BURKE STREET, SUITE 202, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.5% of total clients.
Top client categories% of clientsClients
1
HNWI
70.5%
74
2
Individuals
29.5%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 18, 2026
Discretionary100.0%
$242M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$242M
Total Accounts342
10Y AUM Change+$101M (+71.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee53:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.