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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| USAdvisors Wealth Management LLC
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|---|---|
| CRD # | 158108 |
| SEC # | 801-77961 |
| CIK # | 0001735605 |
| AUM | $488.1 M (2025-07-01) |
| Employees | 16 (88% Investors, 100% Brokers) |
| Phone | 952-829-0000 |
| Address | 15750 Venture Lane Eden Prairie, MN 55344 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.5 | ||
| Ecolab Inc | 1.5 | ||
| Duke Energy Corp | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,504 | 331.5 |
| (b) Individuals (high net worth individuals) | 92 | 156.6 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,380 | 488.1 |
| By Discretionary | ||
| Discretionary | 2,380 | 488.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,380 | 488.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 488.1 | |
| Total | 2,380 | 488.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001735605] |
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|---|---|---|
|
Concorde Asset Management LLC
✚
|
MI | 0.5 |
|
Westward Investment Advisory LLC
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KS | 0.5 |
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Poehling Capital Management Inc
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WI | 0.5 |
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Saybrook Capital Corp
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NY | 0.5 |
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Everpar Advisors LLC
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OK | 0.5 |
|
Halter Ferguson Financial Inc
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IN | 0.5 |
|
Marin Financial Advisors LLC
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CA | 0.5 |
|
Dedora Capital Inc
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|
CA | 0.5 |
|
Milestone Financial Planning LLC
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|
NH | 0.5 |
|
Litvak Wealth LLC
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CT | 0.5 |