Overview
Assets Under Management: $449 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 161
Average Client Assets: $1.7 million
Frequently Asked Questions
PERSONAL WEALTH PARTNERS LLC 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 #172055), PERSONAL WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
PERSONAL WEALTH PARTNERS LLC is headquartered in BLOOMINGTON, MN.
PERSONAL WEALTH PARTNERS LLC serves 161 high-net-worth clients according to their SEC filing dated December 03, 2018. View client details ↓
According to their SEC Form ADV, PERSONAL WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PERSONAL WEALTH PARTNERS LLC manages $449 million in client assets according to their SEC filing dated December 03, 2018.
According to their SEC Form ADV, PERSONAL WEALTH PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.62%
Average Client Assets: $1.7 million
Total Client Accounts: 1,371
Discretionary Accounts: 1,371
Regulatory Filings
CRD Number: 172055
Filing ID: 1255672
Last Filing Date: 2018-12-03 18:35:00