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

HAUGE WEALTH MANAGEMENT, LLC

Advisory

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$265K

across 128 accounts

AUM per adviser

$34M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$34M

Discretionary %

100%

Clients

30

Employees

1

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$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

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

30 clients

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.

5 STONE INVESTMENTS LLC

$34M

NUMBERS BY TOM PASKE & DIANE KRAMER, INC.

BLOOMINGTON, MN

$33M

+2.4% 1Y

TELOS SOLUTIONS GROUP, INC.

$33M

FINANCIAL COMPASS CORPORATION

EDEN PRAIRIE, MN

$35M

PHARMD FINANCIAL PLANNING LLC

OWATONNA, MN

$35M

JOHNSON CAPITAL MANAGEMENT, LLC

$35M

Get the full picture on HAUGE WEALTH MANAGEMENT, LLC

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

Create a free account →See plans