RIA Intel›Advisers›Minnesota›INDIWEALTH LLC

INDIWEALTH LLC

Advisory

MAPLE GROVE, MN

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$203K

across 9 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

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.

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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

4 clients

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.

BRIDGEHAVEN CAPITAL MANAGEMENT LLC

$2M

CRG WEALTH, LLC

$2M

ASKAR ADVISORS GROUP, INC.

BLOOMINGTON, MN

$2M

LB COMMUNITY BANK & TRUST, FSB

MINNEAPOLIS, MN

$2M

ABERDOUR INVESTMENTS LLC

$2M

$1M

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