ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

ELLERBROCK-NORRIS WEALTH STRATEGIES LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 295099). Regulatory assets under management: $171.6M.

Registration

• CRD: 295099
• SEC file number: 801-132779
• Type: Registered investment adviser
• Location: 4331 NORTH 156TH STREET, OMAHA, NE, 68116
• Phone: (402) 884-1320
• Latest filing: 2026-06-17
• Regulatory AUM: $171.6M
• Discretionary AUM: $144.4M
• Non-discretionary AUM: $27.2M
• Clients: 2
• Accounts: 342

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295099 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search