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

PARATUS WEALTH MANAGEMENT, LLC

Advisory

LONG LAKE, MN

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in MN

#439

of 511 advisers by AUM

Average account

$615K

across 117 accounts

AUM per adviser

$72M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$72M

Discretionary %

100%

Clients

44

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$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, SC

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.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

16 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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SCARECROW ADVISORS, LLC

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GUIDE FINANCIAL PLANNING, LLC

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LIFESTAGE WEALTH MANAGEMENT, INC.

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