Overview
Assets Under Management: $1.0 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 205
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.30
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,754
Discretionary Accounts: 1,749
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 135549
Filing ID: 1987009
Last Filing Date: 2025-05-02 10:55:00
Website: https://fpwealth.com