RIA Intel›Advisers›Minnesota›DUE NORTH FINANCIAL, LLC

DUE NORTH FINANCIAL, LLC

Advisory

EVELETH, MN

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

Average account

$172K

across 226 accounts

AUM per adviser

$39M

1 advisers

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

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients168

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

168 clients

7 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

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

WEALTH PLANNING GROUP LLC

$39M

ANTRIM INVESTMENT ADVISORS LLC

BLOOMINGTON, MN

$39M

WISDOM WEALTH MANAGEMENT, LLC

BLOOMINGTON, MN

$39M

SESSIONS FINANCIAL GROUP, INC.

MAPLE GROVE, MN

$39M

CK FINANCIAL LLC

$38M

WELLS FARGO BANK N.A.

MINNEAPOLIS, MN

$38M

Get the full picture on DUE NORTH FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DUE NORTH FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans