True Measure Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
True Measure Wealth Management advises individuals, trusts, estates and small businesses on comprehensive financial planning and discretionary investment management, offering services that include cash flow and tax planning, estate planning coordination, and periodic net worth reporting. The firm operates as a fee-only advisor and provides both project-based financial planning and ongoing asset management, including hourly limited-scope engagements and a unified managed account option with optional tax-overlay services.
The firm’s investment approach centers on strategic, globally diversified asset allocation implemented primarily through third‑party managers, mutual funds and ETFs, with custodial relationships at SEI, Charles Schwab and Betterment to execute trades and custody assets. Portfolios are reviewed periodically and adjusted to clients’ stated objectives, time horizon and risk tolerance, while model- and overlay-driven programs may be used to implement strategy and tax-aware trading.
Noteworthy aspects include an unusually high level of assets per advisor — the firm manages roughly $241.5 million for about 105 clients while operating with a single primary advisor, a profile that is uncommon among similar supported firms. The brochure also discloses a prior regulatory finding involving the principal (funds repaid and consent order satisfied) and notes the principal’s separate business providing social‑media marketing services, as well as a business continuation agreement to support continuity in the event of the principal’s incapacity.
Client services
Expertise
Fee options
1.00% annually
$300 per hour for limited scope planning engagements
Fee-only: Financial planning fees billed annually or quarterly; fees negotiable
Main office
18140 Burke Street, Suite 202
Omaha NE 68022
Advisors at this office
1
Most active in
Iowa · Minnesota · Nebraska · Texas
Also doing business as
Meridian · Meridian Capital Management, Inc. · Meridian Management, Inc. · True Measure Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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