Kure Advisory, LLC
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 311320
- Registered since
- January 4, 2021
- Website
- www.incomeplanninggroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.04%
- Individuals35.57%
- Corporations / Businesses0.35%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kure Advisory, LLC operates as an independent registered investment adviser that entered SEC registration in 2021. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers, and it charges clients via a combination of percentage‑of‑AUM and fixed fees. The firm does not position itself as an active ESG investor and is not set up as a multi‑state adviser or pension consultant. Kure Advisory lists professional affiliations with accountants and law firms as part of its business network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds69%
- Cash & Cash Equivalents17%
- Exchange Traded Equities12%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1Kathleen Wade
Chief Compliance OfficerCRD 8041055
Contacts
3 of 6
John Wade
Investment Advisor RepresentativeCRD 7162924
Jack Waletich
Financial AdvisorCRD 7757725
Thomas Wade
OwnerCRD 4143118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$202M in ETFs
43%
$86.6M
57%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $32.6M | 630,484 | 16.14% |
Location
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 15600 36th Ave N
- Time zone
- CT (UTC-6)
- Office locations
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