Torchlight Financial

RIAState Registered

Total AUM

$48.2M

Discretionary

$45.7M

95% of AUM

Avg account

$238K

Accounts

203

Employees

Advisory reps

Firm details

Headquarters: Edina, Minnesota
CRD number: 156559
Website: torchlightadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., JOHNSTONE BROKERAGE SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.77%
Individuals37.23%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Torchlight Financial LLC is an independent, state-registered advisory firm based in Minnesota that serves individual and family clients. Operated as a limited liability company under individual ownership, the firm provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee menu includes percentage-of-assets, hourly billing, and fixed fees. The firm does not position itself as a capital allocator, does not emphasize ESG investing, and operates only within its state registration.