RIA Intel›Advisers›Minnesota›COULOIR WEALTH ADVISORS, INC.

COULOIR WEALTH ADVISORS, INC.

Advisory

MN

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$410K

across 13 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$145K

Discretionary %97.3%

Total Clients14

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

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

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WAYZATA CAPITAL MANAGEMENT, INC.

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$5M

SECOND AVENUE CAPITAL LLC

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