VOGEL WEALTH MANAGEMENT, LLC

VOGEL WEALTH MANAGEMENT, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 326498). Regulatory assets under management: $5.3M.

Registration

• CRD: 326498
• Type: Registered investment adviser
• Location: 11330 Q STREET, OMAHA, NE, 68137
• Phone: 402-597-2304
• Latest filing: 2026-02-09
• Regulatory AUM: $5.3M
• Non-discretionary AUM: $5.3M
• Clients: 2
• Accounts: 28

Business model

Compensation: % of AUM, Other.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search