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 registered investment adviser formed in 2012 that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines portfolio management and financial planning with ancillary services such as pension consulting, manager selection, and client education. It also maintains broker-dealer registration activity and insurance brokerage relationships, and bills clients through a mix of AUM-based fees, hourly charges, fixed fees and other arrangements. Advisornet has relationships with accountants, law firms, insurance carriers and real estate brokers that support its advisory and referral activities. The firm was named to the Financial Times’ Top 300 RIA Firms list 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
Jennifer Haas
President, Chief Operating OfficerCRD 4482601
Andrew Storti
Partner, Chief Investment OfficerCRD 4949990
David Weinbach
President, CEOCRD 2345048
Contacts
3 of 56
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 1,081Active vs passive
$1.9B in ETFs
54%
$1B
40%
$896M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $112M | 149,520 | 5.80% |
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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