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, SEC-registered registered investment adviser organized as a corporation and formed in 2012. The firm serves both individual and family clients as well as institutional accounts, and it operates as a capital allocator that sources third‑party managers alongside its own advice. Its service mix includes comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and client education through seminars and workshops. The firm also maintains broker‑dealer representative and insurance broker activities, reflecting a hybrid distribution and advisory model. The firm received a placement on the Financial Times Top 300 RIAs list in 2020, which is the only industry accolade noted in public filings. Advisornet is not classified as an active ESG investor.
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 4
Jennifer Haas
President, Chief Operating OfficerCRD 4482601
James Komoszewski
President and CEOCRD 2833256
David Weinbach
President, CEOCRD 2345048
Contacts
3 of 57
Shawn Larson
Partner, Financial AdvisorCRD 5244507
Dylan Merchant
Investment Advisor RepresentativeCRD 7138674
Chad Norling
PresidentCRD 2910033
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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