WELL ADVISED, LLC

WELL ADVISED, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 326148). Regulatory assets under management: $6.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 326148
• Type: Registered investment adviser
• Location: 1055 N 115 ST, STE 204, OMAHA, NE, 68154
• Phone: (402) 397-5033
• Latest filing: 2026-04-27
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM.

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 326148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search