RIA Intel›Advisers›Minnesota›WORK OPTIONAL, INC.

WORK OPTIONAL, INC.

Advisory

N·PLYMOUTH, MN

Data as of Mar 17, 2023 · Source: SEC Form ADV

Total AUM

$173M

1-Year AUM Growth

-6.5%

3-Year CAGR

+4.5%

Employees

3

Assets Under Management

Total AUM$173M

Discretionary AUM$167M

Non-Discretionary AUM$6M

Discretionary %96.6%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingMay 15, 2009

Latest FilingMar 17, 2023

🔒 Full AUM trend chart and 23 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WORK OPTIONAL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.