Usadvisors Wealth Management, LLC

RIASEC Registered
Total AUM
$483M
Discretionary
$483M
100% of AUM
Avg account
$225K
Accounts
2,145
Employees
15
Advisory reps
14

Firm details

Headquarters
Eden Prairie, Minnesota
CRD number
158108
Registered since
April 24, 2013
Website
www.usadvisorswealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals69.67%
  • HNWI30.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Usadvisors Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2013. The firm serves primarily individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm maintains an industry affiliation with an insurance company, signaling access to insurance solutions as part of its service mix. Usadvisors does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 7%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 135

Active vs passive

$381M in ETFs

Passive

51%

$195M

Active

41%

$186M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$25.1M33,8726.58%
Unlock additional holdings →

Location

Primary office

Eden Prairie, MN

Hennepin

Location

Eden Prairie, MN

Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
15750 Venture Ln
Time zone
CT (UTC-6)
Office locations

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