Ellerbrock-Norris Wealth Strategies LLC
● SEC registered since 2025CRD 295099SEC# 801-132779Omaha, NE
Reg. AUM
$171.6M
Employees
2
Accounts
342
Location
Omaha, NE
Ellerbrock-Norris Wealth Strategies LLC assets under management
Ellerbrock-Norris Wealth Strategies LLC is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2025. It reports $171.6 million in regulatory assets under management and employs 2 people.
Ellerbrock-Norris Wealth Strategies LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellerbrock-Norris Agency, Inc. Control | Member | Over 75% | 2018 |
| Ryan Lee Brott Control | Director & Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Ellerbrock-Norris Wealth Strategies LLC manage?
Ellerbrock-Norris Wealth Strategies LLC reports $171.6 million in regulatory assets under management on its Form ADV.
How many employees does Ellerbrock-Norris Wealth Strategies LLC have?
Ellerbrock-Norris Wealth Strategies LLC reports 2 employees.
Where is Ellerbrock-Norris Wealth Strategies LLC located?
Ellerbrock-Norris Wealth Strategies LLC is based in Omaha, NE and has been SEC-registered since 2025.
Does Ellerbrock-Norris Wealth Strategies LLC disclose fund performance?
Ellerbrock-Norris Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4331 North 156th Street, Omaha, NE 68116 |
| Phone | (402) 884-1320 |
| Fax | (402) 979-8530 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.6M▲ 55%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$171.6Mregulatory AUM
Discretionary $144.4MNon-discretionary $27.2M