Ellerbrock-norris Wealth Strategies LLC
Ellerbrock-norris Wealth Strategies LLC is an SEC-registered wealth manager in Omaha, NE with $171.6M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Ellerbrock-norris Wealth Strategies LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 295099, SEC 801-132779, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $171.6M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Omaha, NE
- Employees
- 2
- Clients
- 85
- CRD
- 295099
- Ownership
- ELLERBROCK-NORRIS AGENCY, INC.; BROTT, RYAN, LEE
How much AUM does Ellerbrock-norris Wealth Strategies LLC have?
Ellerbrock-norris Wealth Strategies LLC reported $171.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Ellerbrock-norris Wealth Strategies LLC?
Disclosed owners and executives of Ellerbrock-norris Wealth Strategies LLC include ELLERBROCK-NORRIS AGENCY, INC., BROTT, RYAN, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.