RIA Intel›Advisers›Minnesota›PULSE FINANCIAL PLANNING LLC

PULSE FINANCIAL PLANNING LLC

Advisory

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account

$551K

across 41 accounts

AUM per adviser

$23M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$23M

Discretionary %

100%

Clients

41

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$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

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.

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

41 clients

7 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.

SYMMETRIC ADVISORS INC

MINNETONKA, MN

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ANALYTICS INVESTMENT ADVISORS, LLC

$22M

CUSTOM FUNDS MANAGEMENT LLC

$22M

ROBINSON CAPITAL MANAGEMENT INC

EDINA, MN

$24M

+15.7% 1Y

NORTH COUNTRY CAPITAL MANAGEMENT LLC

EAGAN, MN

$24M

0.0% 1Y

SIT/KIM INTERNATIONAL INVESTMENT ASSOCIATES, INC.

MINNEAPOLIS, MN

$24M

0.0% 1Y

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