RIA Intel›Advisers›Minnesota›AZURE WEALTH MANAGEMENT, LLC

AZURE WEALTH MANAGEMENT, LLC

Advisory

SAINT PAUL, MN

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account
$120K
across 255 accounts
AUM per adviser
$15M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
105
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$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
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.

CLANTON FINANCIAL PARTNERS, LLC
$30M
FINTEGRA, LLC
MINNEAPOLIS, MN
$31M
-10.3% 1Y
R.M. SHANNON WEALTH MANAGEMENT, LLC
ST. PAUL, MN
$31M
KB GROWTH ADVISORS LLC
WAYZATA, MN
$31M
-74.7% 1Y
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC
EDINA, MN
$31M
RELIASTAR INVESTMENT RESEARCH INC
MINNEAPOLIS, MN
$30M
-89.4% 1Y

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