RIA Intel›Advisers›Minnesota›LOTTSA FINANCIAL SERVICES, INC.

LOTTSA FINANCIAL SERVICES, INC.

Advisory

MINNEAPOLIS, MN

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in MN

#407

of 511 advisers by AUM

Average account

$183K

across 519 accounts

AUM per adviser

$32M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$95M

Discretionary %

86.9%

Clients

117

Employees

4

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$95M

Discretionary AUM$83M

Non-Discretionary AUM$12M

Discretionary %86.9%

Total Clients117

Team

Total Employees4

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

117 clients

31 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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-14.1% 1Y

SAGE WEALTH ADVISORY, LLC

$94M

FELTL & COMPANY

MINNEAPOLIS, MN

$94M

-13.1% 1Y

WILKINSON CAPITAL MANAGEMENT, LLC

ST. PAUL, MN

$97M

HYLAND LAKE PARTNERS, LLC

EDINA, MN

$93M

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