RIA Intel›Advisers›Minnesota›AKM ADVISORY, LLC

AKM ADVISORY, LLC

Advisory

EDINA, MN

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in MN
#426
of 511 advisers by AUM
Average account
$486K
across 173 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM
$84M
Discretionary %
100%
Clients
51
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

RETIREMENT PLANNING AND MANAGEMENT, INC.
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BRENEMAN WINBUSH AND ASSOCIATES, LLP
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$85M
+6.5% 1Y
TRUSTED FINANCIAL PARTNERS, LLC
MINNETONKA, MN
$85M
+3.0% 1Y
BANE O'LEARY LLC
BLOOMINGTON, MN
$85M
NORTHSTAR WEALTH MANAGEMENT, INC.
BLOOMINGTON, MN
$85M
CARDINAL WEALTH ADVISORS, LLC
EDINA, MN
$82M

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