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WEALTH MANAGEMENT

NORFOLK, NE · CRD 137080 · IAPD ↗ · 403bplan.net · 402-371-1160

$3.71BRegulatory AUM
49Advisory reps
61Employees
0Clients
101-250Planning clients
0Private funds
36States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
December 2025 — WEALTH MANAGEMENT changed its website from dashboard.wealthmgmtllc.com to 403bplan.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — WEALTH MANAGEMENT notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2024 — WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
49
April 2024 — WEALTH MANAGEMENT notice-filed in AK, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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