Twin Arbor Wealth Management LLC
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 341900
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.9%
- Individuals27.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Twin Arbor Wealth Management LLC is an independent, privately held registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its client-facing fee models include a percentage-of-AUM schedule as well as fixed-fee arrangements. Twin Arbor does not identify as an active ESG investor, is not multi-state in its adviser registration, and is not positioned as a capital allocator to external manager platforms.
Assets & Accounts
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 Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Edward Anderson
Founder and Wealth AdvisorCRD 6712957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Paul, MN
Ramsey
Location
Saint Paul, MN
Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 1595 Selby Ave
- Time zone
- CT (UTC-6)
- Office locations
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