Overview
Assets Under Management: $271 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 68
Average Client Assets: $3.4 million
Frequently Asked Questions
HOMAN WEALTH ADVISORS, 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 #129433), HOMAN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
HOMAN WEALTH ADVISORS, LLC is headquartered in OMAHA, NE.
HOMAN WEALTH ADVISORS, LLC serves 68 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, HOMAN WEALTH ADVISORS, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HOMAN WEALTH ADVISORS, LLC manages $271 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, HOMAN WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.35%
Average Client Assets: $3.4 million
Total Client Accounts: 478
Discretionary Accounts: 478
Regulatory Filings
CRD Number: 129433
Filing ID: 1843417
Last Filing Date: 2024-03-14 14:17:00