RIA Intel›Advisers›Minnesota›SIOL WEALTH ADVISORS LLC

SIOL WEALTH ADVISORS LLC

Advisory

MN

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in MN

#507

of 511 advisers by AUM

Average account

$2M

across 26 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees3

Investment Advisers2

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

10 clients

7 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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NAYLOR ASSET MANAGEMENT, LLC

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REKOW MANAGEMENT LLC

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