Overview
Assets Under Management: $172 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Frequently Asked Questions
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #295099), ELLERBROCK-NORRIS WEALTH STRATEGIES LLC is subject to fiduciary duty under federal law.
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC is headquartered in OMAHA, NE.
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC serves 39 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, ELLERBROCK-NORRIS WEALTH STRATEGIES LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC manages $172 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, ELLERBROCK-NORRIS WEALTH STRATEGIES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 342
Discretionary Accounts: 321
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 295099
Filing ID: 2050866
Last Filing Date: 2026-02-17 16:29:44