Advisornet Wealth Partners
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 113074
- Registered since
- August 29, 2012
- Website
- advisornet.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.91%
- Individuals27.55%
- Charitable Organizations0.36%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advisornet Wealth Partners is an independent, privately owned registered investment adviser that has been registered with the SEC since 2012. The firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. In addition to advisory work, the firm operates as a registered representative of a broker‑dealer and as an insurance broker. The firm does not position itself as an active ESG investor. Advisornet was recognized by the Financial Times as one of its Top 300 RIA firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 5
Andrew Storti
Partner, Chief Investment OfficerCRD 4949990
David Weinbach
President, CEOCRD 2345048
James Komoszewski
President and CEOCRD 2833256
Contacts
3 of 55
Justin Gervais
Financial AdvisorCRD 5728749
Cory Zafke
Founder and Wealth AdvisorCRD 5803733
Taylor Sundeen
Founder & Wealth AdvisorCRD 5097862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 470Active vs passive
$1.9B in ETFs
53%
$1B
40%
$912M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $121M | 155,990 | 6.25% |
Location
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 110 Cheshire Ln
- Time zone
- CT (UTC-6)
- Office locations
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