HNW client percentage for Supported firms serving clients in Nebraska

Supported firms active in Nebraska 82 firms

Very Low 0%-8%

Low 8%-19%

Typical 19%-35%

High 35%-47%

Very High 47%-60%

5th 20th 40th 60th 80th 95th

Median: 27%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
True Wealth Nation	Very Low 0%	—	7	—
Adaptive Advice, LLC	Typical 28%	5	18	$460K
Vesteer Wealth Management, LLC	Very High 48%	14	29	$770K
Red Night Capital LLC	Typical 28%	9	32	$1M
402 Financial	Very Low 0%	—	24	$450K
Vogel Wealth Management, LLC	Typical 22%	6	27	$160K
Arnold Weitz & Co	High 35%	12	34	$13M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
Clark Wealth Strategies, Inc	Low 18%	15	85	$610K
K2 Wealth Management LLC	Very High 100%	70	70	$1.7M
Financial Avenues	Very High 53%	50	94	$1.5M
Ellerbrock-Norris Wealth Strategies LLC	Very High 53%	39	74	$2.1M
Fairway Asset Management, LLC	Low 15%	11	74	$930K
SIPHERD Wealth Management, LLC	Very High 48%	12	25	$0
Jersey Shore Portfolio Management, LLC	Typical 23%	12	53	$420K
Alta Strada Wealth Management	High 41%	22	54	$980K
Round Table Investment Strategies, LLC	High 36%	35	97	$910K
Footprints Asset Management & Research, Inc.	Low 11%	11	100	$420K
DB Advisors	Very Low 0%	—	134	$360K
Lawson Kroeker Investment Management Inc	Very High 68%	91	134	$2.4M
Dessonville Financial Group Incorporated	High 44%	30	68	$1.2M
CayDen Wealth Management	Low 9%	9	104	$210K
Laguna Capital Management, Inc.	Typical 26%	27	104	$830K
Guide Rock Capital Management, Inc.	Typical 30%	21	71	$570K
Sterling Financial Advisors, LLC	High 36%	51	143	$880K
Synergy Capital	Very High 56%	40	72	$1.1M
Sanders Retirement Planning LLC	Typical 34%	25	73	$850K
Lakewood Asset Management, LLC	High 45%	70	155	$1.6M
NRG Wealth Management	High 46%	72	155	$1.6M
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
Chesapeake Asset Management LLC	Very High 50%	65	130	$2.3M
Nabity-Jensen Investment Management, Inc.	Very High 48%	42	87	$2.9M
Revolution Capital, LLC	Very High 51%	93	184	$1.2M
Virtue Wealth Counsel, LLC	Very Low 4%	6	141	$200K
Kenora Financial, LLC	High 37%	70	190	$1.2M
Pebble Valley Wealth Management	High 42%	41	97	$1.3M
Watercolor Financial	Very High 54%	82	152	$1.5M
Cherry Creek Financial Advisors, Inc.	Low 12%	12	103	$210K
Bazis Private Wealth, LLC	High 40%	84	210	$1.1M
Green Peaks Planning	Low 8%	9	109	$420K
Advisor.Investments	Very High 47%	79	168	$1.2M
Purewater Capital, LLC	Typical 27%	63	232	$640K
Elevation Wealth Management	Very High 52%	93	179	$1.4M
Capital Consulting & Asset Management	Very High 47%	85	180	$1.2M
Pflug Koory, LLC	Very High 48%	58	122	$2.5M
Sterneck Capital Management LLC	Very High 52%	129	249	$1.3M
The Planning Group	Typical 24%	60	252	$1.1M
CWS Wealth Partners	Typical 20%	27	133	$470K
Panoramic Financial	Typical 22%	32	143	$650K
Strategic Asset Management, LLC	Low 8%	11	143	$200K
Fyvie Financial LLC	Very Low 0%	—	77	$210K
Box Financial Advisors, LLC	Very High 47%	108	232	$390K
RCA Wealth Strategies LLC	Very Low 4%	11	262	$230K
Hiley Hunt Wealth Management, Inc.	High 41%	108	265	$1.1M
Sonmore Financial LLC	Typical 27%	25	91	$950K
Lexus Wealth Management	Very Low 3%	8	279	$150K
VCP Financial LLC	Very High 65%	252	385	$290K
Hoffmann Hermanson	High 35%	70	199	$920K
Financial Design Group, LLC	Low 14%	28	203	$550K
True Measure Wealth Management	Very High 70%	74	105	$2.3M
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Blue Capital	Low 12%	52	443	$450K
Lighthouse Financial Services Inc	High 35%	159	458	$1M
Schulz Financial Group	Very Low 6%	21	353	$330K
Professional Retirement Strategies LLC	Very Low 3%	8	238	$220K
Garnett Investment Strategies	Low 16%	42	262	$350K
Modern Asset Management LLC	Very Low 0%	—	272	$110K
John-Luke Financial, LLC	Low 16%	46	280	$320K
The Premier Advisory Group, LLC	Very Low 0%	—	570	—
R2 Wealth Management Partners	Very Low 7%	30	430	$550K
Vivid Wealth Management, LLC	Typical 21%	93	434	$670K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
First Nebraska Financial Services	Low 18%	85	463	$940K
Paradigm Wealth Management	Low 8%	27	346	$310K
Morey & Quinn Wealth Partners	Very Low 7%	40	548	$680K
Carlson Wealth, LLC	Low 8%	16	191	$150K
Gabe Nelson Financial, Inc.	Typical 20%	40	202	$450K
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Des Moines Investments, LLC	Low 11%	75	700	$350K
Old Forge Wealth Management, LLC	Low 10%	24	244	$400K
Cobler Capital Management, LLC	Very Low 3%	21	714	$250K

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