RIA Intel›Advisers›Minnesota›RLN WEALTH, LLC

RLN WEALTH, LLC

Advisory

PLYMOUTH, MN

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

Average account

$516K

across 39 accounts

AUM per adviser

$20M

1 advisers

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

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

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

9 clients

5 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.

COMPASS PRIVATE WEALTH CONSULTING, LLC

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$19M

LINIAM CAPITAL, LLC

$21M

LUNDEEN ABRAMS ADVISORS, LLC

$21M

MAIRS & POWER PRIVATE CAPITAL MANAGEMENT, LLC

$19M

SWANSON, PAUL WAYNE

$19M

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