BOSTON OMAHA ASSET MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OMAHA, Nebraska
CRD number
324144
Registered since
January 13, 2025

Firm profile

FINTRX

Overview

Boston Omaha Asset Management is a privately held limited liability company that positions itself as an adviser focused on real estate and credit-related investments. The firm is registered with the SEC (registered in 2025) and reports activity as an investment adviser and sponsor/manager of pooled vehicles. Its reported business activities include acting as an other investment adviser, working with insurance company structures, operating as a real estate broker, and serving as sponsor, general partner or managing member of pooled investment vehicles and limited partnerships. Investment activity centers on originating, sponsoring and managing pooled real estate strategies and credit exposures rather than scaling a broad retail advisory book. The firm is not described as a capital allocator and does not identify as an active ESG investor. Its organizational profile lists a mixed owner type (domestic entity and individual) and an unclassified adviser classification.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOSHUA WEISENBURGER

    Chief Compliance OfficerCRD 4933515

Contacts

1 of 1
  • ADAM PETERSON

    Managing MemberCRD 5389061

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
1601 Dodge St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth