Homan Wealth Advisors, Llc
Omaha, Nebraska
5.0
1 Review
Homan Wealth Advisors, LLC, a small investment advisory firm based out of Omaha, NE, is dedicated to providing comprehensive wealth management services. With over 90 individual clients and more than $214,053,000 in assets under management, they have established a strong presence in the industry. Offering a range of financial solutions, Homan Wealth Advisors caters to both 401K and individual accounts, although these represent less than 30% of their total assets under management. Their expertise lies in managing the assets of high net worth individuals, and they boast a 100% discretionary management approach. Homan Wealth Advisors...
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Assets Under Mgmt

$214.05M

Investment Professionals

3

Locations

0

% 401K & Individual

9%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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