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HOMAN WEALTH ADVISORS, LLC

OMAHA, NE · CRD 129433 · IAPD ↗ · homanwealthadvisors.com · 402-763-6401

$271.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — HOMAN WEALTH ADVISORS, LLC (OMAHA, NE) left the SEC roster (was $271.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — HOMAN WEALTH ADVISORS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — HOMAN WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — HOMAN WEALTH ADVISORS, LLC reported RAUM up 27% ($214.1M -> $271.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.