Overview
Assets Under Management: $498 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Frequently Asked Questions
NEPSIS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141203), NEPSIS, INC. is subject to fiduciary duty under federal law.
NEPSIS, INC. is headquartered in MINNEAPOLIS, MN.
NEPSIS, INC. serves 108 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, NEPSIS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
NEPSIS, INC. manages $498 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, NEPSIS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,018
Discretionary Accounts: 2,018
Regulatory Filings
CRD Number: 141203
Filing ID: 1973561
Last Filing Date: 2025-03-31 12:11:00
Website: https://investwithclarity.com