Allodium Investment Consultants LLC

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Assets, Funds, Holdings

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Allodium Investment Consultants LLC
CRD #135812
SEC #801-64508
CIK #0002052983
AUM $416.6 M (2025-02-05)
Employees 12 (42% Investors, 0% Brokers)
Phone612-230-3700
Address500 Washington Avenue South
Minneapolis, MN 55415-1151
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4503602701809002005201220192026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 135 42.0
(b) Individuals (high net worth individuals) 101 312.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 14 62.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.6
(n) Other 0 0.0
Total 676 416.6
By Discretionary
Discretionary 676 416.6
Non-Discretionary 0 0.0
Total 676 416.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 416.6
Total 676 416.6
EDGAR Form CIK 2011 - 2025
13F-HR [0002052983]
Comparable Firms State AUM ($B)
Prospect Financial Services LLC
NY 0.4
Graney & King LLC
NY 0.4
Dougherty Wealth Advisers LLC
MN 0.4
Relation Wealth Management Inc
OK 0.4
MBM Wealth Consultants LLC
MO 0.4
Fortitude Advisory Group LLC
WA 0.4
Mach-1 Financial Group LLC
AR 0.4
Causey Public Finance LLC
0.4
Master's Wealth Management Inc
PA 0.4
25 LLC
MO 0.4
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