# Well Advised, LLC

> Well Advised, LLC is a state-registered investment advisory firm in Omaha, NE, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 326148
- Filed as: WELL ADVISED, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326148
- AdvisorCensus page: https://advisorcensus.com/firm/well-advised-llc-omaha-ne-326148

## Quick answers

**How is Well Advised, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Well Advised, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Well Advised, LLC located?**
Well Advised, LLC's principal office is in Omaha, NE, according to its Form ADV.

**Is Well Advised, LLC registered with the SEC or a state?**
Well Advised, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326148.

**How much does Well Advised, LLC manage?**
Well Advised, LLC reports $6,035,511 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Well Advised, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does Well Advised, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326148

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,035,511
- Discretionary: $6,035,511
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $6,035,511 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, NE
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?

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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326148

### Websites listed on Form ADV (Item 1.I)
- jeffingraham.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Well Advised, LLC (CRD 326148): Form ADV filing data as of October 2026.