1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2UAK DIVERSIFIED WEALTH ADVISORS

Map pinMINNETONKA, MN
Phone651-757-5534
NotebookSEC #801-135344
Total AUM
$113M
Employees
3
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CARLSON PARKWAY
CARLSON CENTER- SUITE 1050
MINNETONKA
MN 55305
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
651-757-5534
Other Offices
4

ReceiptFinancials

Total AUM
$113M
Accounts
520
Discretionary
$113M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
179
AUM
$46M
HNW Individual Clients
54
AUM
$67M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account