Omaha Wealth Management, LLC

Omaha Wealth Management, LLC (CRD# 284329) is a financial advisory firm headquartered in Omaha, NE. They manage $51,258,873 in 145 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $353,509
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Omaha Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Bayless
CRD#: 1584624
6401 Pacific St., Omaha, NE 68106
93
Wealthminder
score

Joseph Bayless (CRD# 1584624) is an Investment Advisor Representative working at Omaha Wealth Management, LLC in Omaha, NE and has over 31 years of experience in the finance industry.

2
Michael J. Butkus
CRD#: 1155737
6401 Pacific St., Omaha, NE 68106
83
Wealthminder
score

Michael Butkus (CRD# 1155737) is an Investment Advisor Representative working at Omaha Wealth Management, LLC in Omaha, NE and has over 34 years of experience in the finance industry.

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