Overview
Assets Under Management: $231 million
Headquarters: WASECA, MN
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 739
Discretionary Accounts: 739
Regulatory Filings
CRD Number: 329980
Filing ID: 1988627
Last Filing Date: 2025-05-12 11:39:00
Website: https://iwealth4me.com