True Measure Wealth Management

Overview

True Measure Wealth Management was founded in 1998 and is headquartered in Omaha, Nebraska. The firm was established as a registered investment advisor, a legal designation that binds it to a fiduciary standard — meaning it must put client interests ahead of its own in every recommendation. This structural choice, from a small Midwestern city, differentiates it from the brokerage-model competitors that dominated the late-1990s wealth management landscape. The firm constructs portfolios across publicly traded equities, fixed income, and tax-advantaged municipal bonds, with a typical engagement spanning retirement planning, estate strategy, and small-business advisory services. The client base includes individuals, high-net-worth families, trusts, and estates. Asset allocation decisions are informed by quantitative models and the tax implications specific to each household. True Measure operates from a single office in Omaha, with a team size and client count that remain private. The firm's public record shows no adjacent venture arms, philanthropic foundations, or real-estate operating companies, which is consistent with a focused wealth management practice rather than a diversified family-office platform. Its Form ADV filings, required of all RIAs, provide the primary regulatory window into its operations and conflicts of interest. Structurally, the firm's differentiator is its posture as a fiduciary RIA in a market historically defined by insurance and brokerage distribution. By choosing the registered investment advisor framework from inception, True Measure committed to a fee-only, conflict-avoidance model before that became an industry-wide marketing claim. Its small scale and geographic concentration in Omaha, a market with a deep cultural appreciation for patient capital, shape a practice built on trust longevity rather than product velocity. TRUE MEASURE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-18, it reported 2 employees; 342 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.