Bearing360 Wealth
Firm details
- Headquarters
- Richfield, Minnesota
- CRD number
- 332023
- Registered since
- August 1, 2024
- Website
- www.bearingpointcap.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.88%
- Individuals7.7%
- Corporations / Businesses1.32%
- Banking / Thrift Institutions0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bearing360 Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and the selection of external advisers. Its client-facing fees include both a percentage of assets under management and fixed-fee arrangements. Bearing360 Wealth also conducts insurance brokerage activities as part of its service set. The firm does not identify 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
- Exchange Traded Equities52%
- State & Local Bonds17%
- Non-Exchange Traded Equities7%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 6
Douglas Dirks
Financial AdvisorCRD 4068542
Thomas Hawley
Partner, Co-FounderCRD 4226875
Gregg Huberty
PartnerCRD 4619936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$189M in ETFs
98%
$186M
0%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF (RODM) | Passive | Foreign Large Value | $18.5M | 457,926 | 9.77% |
Location
Richfield, MN
Hennepin
Location
Richfield, MN
Headquartered in Richfield, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 2 Meridian Crossings
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ASA Managed Account Managers LLC
RIAMinneapolis, MN
Bluestem Wealth Partners, LLC
RIAMinnetonka, MN
Minneapolis Portfolio Management Group, LLC
RIAWayzata, MN
Guardian Wealth Strategies, LLC
RIAMinneapolis, MN
Parr Mcknight Wealth Management Group
RIAMinneapolis, MN
Marquette Wealth Management
RIAMinnetonka, MN