Overview
Assets Under Management: $481 million
Headquarters: MAPLE GROVE, MN
High-Net-Worth Clients: 161
Average Client Assets: $2 million
Frequently Asked Questions
PRIEBE WEALTH HOLDINGS, 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 #309628), PRIEBE WEALTH HOLDINGS, LLC is subject to fiduciary duty under federal law.
PRIEBE WEALTH HOLDINGS, LLC is headquartered in MAPLE GROVE, MN.
PRIEBE WEALTH HOLDINGS, LLC serves 161 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, PRIEBE WEALTH HOLDINGS, 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 ↓
PRIEBE WEALTH HOLDINGS, LLC manages $481 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, PRIEBE WEALTH HOLDINGS, 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: 64.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,580
Discretionary Accounts: 1,577
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 309628
Filing ID: 1969521
Last Filing Date: 2025-03-28 15:11:00
Website: https://priebewealth.com