|
⚲
|
| Keyboard |
| USAdvisors Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 158108 |
| SEC # | 801-77961 |
| CIK # | 0001735605 |
| AUM | 483.3 M (2026-02-19) |
| Employees | 15 (80% Investors, 80% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Rodgers Silicon Valley Acquisition Corp | 0.1 | ||
| Social Capital Hedosophia Holdings Corp III | 0.1 | ||
| Meta Financial Group Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,818 | 336.7 |
| (b) Individuals (high net worth individuals) | 83 | 146.6 |
| (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 | 2,145 | 483.3 |
| By Discretionary | ||
| Discretionary | 2,145 | 483.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,145 | 483.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.3 | |
| Total | 2,145 | 483.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001735605] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Graney & King LLC
✚
|
NY | 484.4 M |
|
Exodus Wealth LLC
✚
|
FL | 483.6 M |
|
Altman Advisors Inc
✚
|
IL | 483.4 M |
|
Joyce Wealth Management LLC
✚
|
TX | 483.1 M |
|
van Strum & Towne Inc
✚
|
CA | 483.0 M |
|
Astoria Strategic Wealth Inc
✚
|
482.5 M | |
|
Monte Financial Group LLC
✚
|
CT | 482.4 M |
|
Genesis Private Wealth LLC
✚
|
VA | 482.4 M |
|
Physicians Financial Services Inc
✚
|
NC | 482.3 M |
|
SS&H Financial Advisors Inc
✚
|
MI | 482.2 M |