RIA Intel›Advisers›Minnesota›MINNEWASHTA RIO, LLC

MINNEWASHTA RIO, LLC

Advisory

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$66K

across 15 accounts

AUM per adviser

$993K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$993K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$993K

Discretionary AUM$993K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

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.

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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

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.

AUTHENTIC LIFE FINANCIAL PLANNING LLC

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SMITH & ASSOCIATES FINANCIAL SERVICES, LLC

$1M

WELLENCOURT WEALTH MANAGEMENT LLC

$1M

ARES-BOUND CAPITAL LLC

$772K

FOUNDRY WEALTH GROUP LLC

MINNEAPOLIS, MN

$1M

SCHWANTES FINANCIAL PLANNING SERVICES

PLYMOUTH, MN

$1M

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