Well Advised
26yrs
Top 23% by experience in Omaha
About the firm
A registered investment advisory firm based in Omaha, Nebraska. It manages about $6.04 million for roughly 30 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$201,184
Assets under management ?$6.04 million
Individual clients30
Median years of experience26
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Well Advised
1Advisors
26Median years of experience
1States with offices
–Offices
Also known as
About Well Advised
How do I contact Well Advised?
Call the main office at (402) 397-5033. The main office is at 1055 N 115 St, Suite 204, Omaha, NE 68154.
How is Well Advised paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Well Advised offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Well Advised?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.