St. Louis, MO Office
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Wealth Management
Multi-team
Firm-wide stats for Wealth Management
About
Wealth Management Nebraska LLC advises individuals and high‑net‑worth clients and also provides services to institutional clients such as defined contribution plan sponsors, other investment advisers, and certain state or municipal government entities. Its service offerings include discretionary asset management, fiduciary services for retirement plans, backoffice and recordkeeping support for other advisors, and financial planning.
The firm implements broadly diversified, passively managed portfolios that rely primarily on no‑load mutual funds and ETFs — including funds from Dimensional Fund Advisors — and follows modern portfolio theory with a long‑term, buy‑and‑hold orientation and periodic rebalancing. Wealth Management works with clients to develop written investment policy statements, offers model allocation portfolios, and typically manages accounts on a discretionary basis with an emphasis on fee transparency and cost minimization.
Noteworthy differences from many peers include an established backoffice/TPA support operation and affiliations (including an indirect subsidiary relationship with Integrity Marketing Group and an affiliated CPA/insurance practice) that support other advisers and plan sponsors. The firm also publishes a quarterly newsletter for contracted advisers and discloses a resolved disciplinary matter: a 2019 Florida consent order relating to registration and notice filings that resulted in a negotiated civil penalty, which it reports in its Form ADV.
Based on Wealth Management
Expertise
Based on Wealth Management
Location
220 W Lockwood Ave Ste 203
St. Louis MO 63119
Advisors at this office
2
Advisors at this office
David S
Series 63, Series 65
St. Louis, MO
Wealth Management
David Smith is a financial advisor with Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Smith Patrick LLC and its predecessor entities since 2007 and was also associated with Swink, Smith, Coplen & Company, P.C., and Blue Ocean Portfolios, LLC. Outside of advisory services, Smith is a partner and accountant at Smith Patrick PC, an accounting firm. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by offering discretionary asset management, fiduciary services for retirement plans, back-office support, and financial planning. The firm utilizes broadly diversified, passively managed portfolios focusing on long-term, buy-and-hold strategies with an emphasis on cost minimization and fee transparency.
James C
PFS™, Series 65
St. Louis, MO
Wealth Management
James Curran is a financial advisor at Wealth Management with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at firms including Smith Patrick LLC and KEB Wealth Advisors. Outside of advising, Curran is also an accountant at Smith Patrick LLC, focusing on tax and management duties. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs diversified, passively managed portfolios using no-load mutual funds and ETFs, emphasizing fee transparency and cost minimization.
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