RIA Intel›Advisers›Minnesota›R.M. SHANNON WEALTH MANAGEMENT, LLC

R.M. SHANNON WEALTH MANAGEMENT, LLC

Advisory

ST. PAUL, MN

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$233K

across 133 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, ND

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

27 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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