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USADVISORS WEALTH MANAGEMENT, LLC

Business and Investment Profile

The USADVISORS WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $483.35mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. USADVISORS WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 26.45% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 13.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 15750 VENTURE LANE, EDEN PRAIRIE, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 15 employees comprised of 12 investment and 3 non-investment staff. The total number of Employees decreased by 37.5% over the last 5-years.

Asset Profile

Their $483.35mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $336.73mn or 69.67% of Total Assets and High Net Worth Individuals own $146.61mn or 30.33% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

USADVISORS WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: USADVISORS WEALTH MANAGEMENT, LLC

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Keywords: Usadvisors Wealth Management, Usadvisors
Generated 2026-09-12T06:50:35.3154442.  © 2026 Convergence.