EXECUTIVE WEALTH PARTNERS

EXECUTIVE WEALTH PARTNERS of OMAHA, NE is an SEC-registered investment adviser (CRD 297608). Regulatory assets under management: $18.3M.

Registration

• CRD: 297608
• Type: Registered investment adviser
• Location: 9802 NICHOLAS ST., OMAHA, NE, 68114
• Phone: 402-991-1700
• Latest filing: 2026-02-12
• Regulatory AUM: $18.3M
• Discretionary AUM: $18.3M
• Clients: 2
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297608 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search