# True Measure Wealth Management

> True Measure Wealth Management is an SEC-registered investment advisory firm in Omaha, NE, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 116265
- Filed as: TRUE MEASURE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116265
- AdvisorCensus page: https://advisorcensus.com/firm/true-measure-wealth-management-omaha-ne-116265

## Quick answers

**How is True Measure Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), True Measure Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is True Measure Wealth Management located?**
True Measure Wealth Management's principal office is in Omaha, NE, according to its Form ADV.

**Is True Measure Wealth Management registered with the SEC or a state?**
True Measure Wealth Management is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 116265.

**How much does True Measure Wealth Management manage?**
True Measure Wealth Management reports $241,547,365 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have True Measure Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for True Measure Wealth Management: Regulatory assets under management: $179,385,653 in the October 2021 data and $241,547,365 in the October 2026 data, up 35%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does True Measure Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (74); individuals (other than high net worth individuals) (31).

**Which custodians does True Measure Wealth Management use?**
True Measure Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities, Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does True Measure Wealth Management report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116265

**Does True Measure Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "TRUE MEASURE WEALTH MANAGEMENT has no account minimums."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> TRUE MEASURE WEALTH MANAGEMENT has no account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,547,365
- Discretionary: $241,547,365
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $72,464,209 |
| High net worth individuals | 74 | $169,083,156 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (24 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, MN, NE, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116265

### Websites listed on Form ADV (Item 1.I)
- truemeasure.com
- Facebook @TRUEMEASUREWEALTH
- LinkedIn @TRUE-MEASURE-WEALTH-MANAGEMENT
- LinkedIn @PATRICKTUCKER
- LinkedIn @THAD-HEDIN-B19001125

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,385,653 | 2 | April 12, 2021 |
| October 2022 | $226,362,761 | 2 | March 23, 2022 |
| October 2023 | $196,151,480 | 2 | March 14, 2023 |
| October 2024 | $207,724,830 | 2 | March 10, 2024 |
| October 2025 | $219,756,637 | 2 | May 28, 2025 |
| October 2026 | $241,547,365 | 2 | March 18, 2026 |

Regulatory assets under management: $179,385,653 in the October 2021 data and $241,547,365 in the October 2026 data, up 35%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Measure Wealth Management (CRD 116265): Form ADV filing data as of October 2026.