Overview
Assets Under Management: $488 million
Headquarters: EDEN PRAIRIE, MN
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
USADVISORS WEALTH MANAGEMENT, 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 #158108), USADVISORS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
USADVISORS WEALTH MANAGEMENT, LLC is headquartered in EDEN PRAIRIE, MN.
USADVISORS WEALTH MANAGEMENT, LLC serves 92 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, USADVISORS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
USADVISORS WEALTH MANAGEMENT, LLC manages $488 million in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, USADVISORS WEALTH MANAGEMENT, LLC 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
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,380
Discretionary Accounts: 2,380
Regulatory Filings
CRD Number: 158108
Filing ID: 2000365
Last Filing Date: 2025-07-01 15:28:00
Website: https://usadvisorsnetwork.com