Adviser Profile
| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 02/26/2025 |
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| Former registrations | |
| ADV Location | WAYZATA, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 155,343,700 10% |
| of that, discretionary | 155,343,700 10% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 282,958 3% |
| % High Net Worth | 26.42% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
155M
133M
111M
89M
67M
44M
22M
2025
2026
Private Funds
No private funds