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| Allodium Investment Consultants LLC
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|---|---|
| CRD # | 135812 |
| SEC # | 801-64508 |
| CIK # | 0002052983 |
| AUM | $416.6 M (2025-02-05) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 612-230-3700 |
| Address | 500 Washington Avenue South Minneapolis, MN 55415-1151 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| 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
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|
NY | 0.4 |
|
Dougherty Wealth Advisers LLC
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|
MN | 0.4 |
|
Relation Wealth Management Inc
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OK | 0.4 |
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MBM Wealth Consultants LLC
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MO | 0.4 |
|
Fortitude Advisory Group LLC
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WA | 0.4 |
|
Mach-1 Financial Group LLC
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|
AR | 0.4 |
|
Causey Public Finance LLC
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|
0.4 | |
|
Master's Wealth Management Inc
✚
|
PA | 0.4 |
|
25 LLC
✚
|
MO | 0.4 |