Updated:
True Measure Wealth Management
True Measure Wealth Management was founded in 1998 and is headquartered in Omaha, Nebraska. The firm was established as a registered investment advisor, a...
True Measure Wealth Management
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. While the firm does not publicly disclose its total assets under management, its multi-decade operating history and Nebraska location suggest a book of long-tenured, locally sourced relationships rather than a national marketing-driven growth model. 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.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Frequently asked questions
Is True Measure Wealth Management a fiduciary?
Yes. As a registered investment advisor (RIA) with the SEC, True Measure Wealth Management is legally obligated to act as a fiduciary for its advisory clients. This means the firm must always place client interests ahead of its own, disclose any material conflicts of interest, and seek best execution on client transactions. This standard is stricter than the suitability standard that applies to broker-dealers, which was the dominant model when the firm was founded in 1998.
Who are True Measure Wealth Management's typical clients?
The firm serves individuals, high-net-worth individuals, trusts, estates, and small businesses, according to its regulatory filings. The client base is concentrated in the Omaha area and built through long-standing local relationships rather than a national referral network. The firm's focus on tax planning and retirement strategies suggests a client demographic weighted toward business owners and individuals approaching or in retirement.
Does True Measure Wealth Management manage proprietary investment products?
There is no public record of True Measure Wealth Management operating proprietary mutual funds, exchange-traded funds, or private investment partnerships. As a fee-only RIA, the firm's standard model is to construct client portfolios using third-party securities and funds, which reduces the conflict of interest that arises when an advisor recommends a product it also earns management fees from.
How does True Measure Wealth Management charge for its services?
The firm's Form ADV Part 2, which is filed with the SEC and available upon request, details its fee schedule. True Measure typically charges a percentage of assets under management, an arrangement that aligns the firm's incentives with client portfolio performance. The firm may also offer fixed-fee or hourly engagements for discrete financial planning projects, though specifics require direct disclosure from the firm per its regulatory obligations.
What investment philosophy guides True Measure Wealth Management?
The firm emphasizes a long-duration, tax-aware approach rooted in publicly traded securities. Client portfolios are individually tailored, with asset allocation driven by household-level goals and tax circumstances rather than a single model portfolio. The firm's Omaha location, a market influenced by decades of buy-and-hold equity culture, is consistent with a philosophy favoring concentrated, quality holdings held over full market cycles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: