Overview
Assets Under Management: $615 million
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 173
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,502
Discretionary Accounts: 2,502
Regulatory Filings
CRD Number: 331847
Filing ID: 2001649
Last Filing Date: 2025-07-17 12:11:00
Website: https://llwadvisors.com