Usadvisors Wealth Management, LLC
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
FINTRXOverview
Usadvisors Wealth Management, LLC is an independent registered investment advisor organized as an LLC in 2013. The firm focuses on individual and family clients and provides financial planning plus discretionary portfolio management for individuals, small businesses and certain business or institutional clients. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Usadvisors reports an affiliation with an insurance company and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Andrew Beilke
Chief Operating OfficerCRD 5672444
Contacts
3 of 12W. Jillian Link
Investment AdvisorCRD 4149386
Stephen Finn
Registered AssistantCRD 6589910
Craig Binsfield
CRD 1362991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$377M in ETFs
52%
$195M
41%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $24.3M | 33,063 | 6.45% |
Location
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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