RIA Intel›Advisers›Minnesota›FAMILY WEALTH MANAGEMENT LLC

FAMILY WEALTH MANAGEMENT LLC

Advisory

ELKO, MN

Data as of May 6, 2026 · Source: SEC Form ADV

Average account

$245K

across 117 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

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

87 clients

37 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.

MINNEAPOLIS, MN

$29M

THE FINANCIAL PLANNING COMPANY OF MINNESOTA

$29M

SCHUMACHER FINANCIAL, LLC

$28M

TWIN CITIES WEALTH STRATEGIES, INC.

MAPLE GROVE, MN

$29M

ADAM SMITH MANAGEMENT LLC

$30M

SOURCE ADVISORS, INC.

MINNEAPOLIS, MN

$27M

Get the full picture on FAMILY WEALTH MANAGEMENT LLC

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

Create a free account →See plans