Overview
Assets Under Management: $944 million
Headquarters: MINNEAPOLS, MN
High-Net-Worth Clients: 5
Average Client Assets: $72 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.02
Average High-Net-Worth Client Assets: $72 million
Total Client Accounts: 4,004
Discretionary Accounts: 3,996
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 167485
Filing ID: 2009693
Last Filing Date: 2025-08-15 14:26:00
Website: https://gwealth.com