| Total AUM | $326.2M |
| Discretionary | $326.2M100% of AUM |
| Client Accounts | 398 |
| Avg Account Size | $820K |
| Employees | 3 |
| Peak AUM | $326.2MMar 2026 |
Total AUM
$326M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326M | +22.1% | +23.8% | +24.9% | |
| Discretionary AUM | |||||
| Total AUM | $326.2M |
| Discretionary | $326.2M |
| Employees | 3 |
| Client Accounts | 398 |
| Client Range | 26-50 |
Address
1905 WAYZATA BLVD.
WAYZATA MN 55391
Phone
(952) 563-9811
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$326M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $326M |
| +22.1% |
| +23.8% |
| +24.9% |
| Total Accounts | 398 | +11.5% | +10.4% | +13.4% |
| Avg Account Size | $819,685.93 | +9.5% | +12.2% | +10.1% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $109M | +22.1% | +23.8% | +24.9% |
Client AUM Segments | |||||
| Wealth AUM | $326M | +34.8% | +23.8% | +24.9% | |
Client Count Segments | |||||
| HNW Clients | 132 | +28.2% | +94.3% | +60.2% | |
| Individuals | 90 | 61.0% | +6.7% | +20.5% | |