RIA Intel›Advisers›Minnesota›SWANSON, PAUL WAYNE

SWANSON, PAUL WAYNE

Advisory

MN

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$1M

across 18 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

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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HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.

$19M

WHITE TURF FINANCIAL LLC.

$18M

COMPASS PRIVATE WEALTH CONSULTING, LLC

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