Twin Arbor Wealth Management LLC
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 341900
- Website
- www.twinarborwealth.com
- 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, single-owner registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services, including work with small-business owners, and charges clients through a combination of a percentage-of-assets fee and fixed fees. Twin Arbor is not positioned as a capital allocator, does not identify as an ESG investor, and does not act as a pension consultant or related adviser.
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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