RIA Intel›Advisers›Minnesota›WELLENCOURT WEALTH MANAGEMENT LLC

WELLENCOURT WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account

$117K

across 10 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

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.

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.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

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

SMITH & ASSOCIATES FINANCIAL SERVICES, LLC

$1M

FOUNDRY WEALTH GROUP LLC

MINNEAPOLIS, MN

$1M

MINNEWASHTA RIO, LLC

$993K

SCHWANTES FINANCIAL PLANNING SERVICES

PLYMOUTH, MN

$1M

ODINSON PARTNERS, LLC

$1M

AUTHENTIC LIFE FINANCIAL PLANNING LLC

$922K

Get the full picture on WELLENCOURT WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WELLENCOURT WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans