Ellerbrock-Norris Wealth Strategies LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 295099
- Registered since
- May 15, 2025
- Website
- www.ellerbrock-norris.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.9%
- Individuals9.78%
- Pension & Profit Sharing Plans8.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ellerbrock-Norris Wealth Strategies LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm identifies itself as a capital allocator serving both individual/family and institutional clients. Its advisory services mix financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation comes through a mix of percentage-of-assets fees and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- State & Local Bonds9%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Ryan Brott
Co-Founder and DirectorCRD 5886965
Benjamin Woods
Stewardship AdvisorCRD 2958295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4331 N 156th St
- Time zone
- CT (UTC-6)
- Office locations
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