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MERISTEM FAMILY WEALTH
MINNETONKA, MN
952-835-2577
SEC #801-57126Total AUM
$5.4B
Employees
41Clients
781Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
701 CARLSON PARKWAY
SUITE 1400
MINNETONKA
MN 55305
United States
SUITE 1400
MINNETONKA
MN 55305
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
952-835-2577
Other Offices
3
Financials
Total AUM
$5.4B
Accounts
768Discretionary
$3.2B
Accounts
555Non-Discretionary
$2.2B
Accounts
213
Clients
Individual Clients
195AUM
$50.8M
HNW Individual Clients
388AUM
$4B
Pooled Vehicle Clients
19AUM
$791.3M
Charitable Organization Clients
114AUM
$433.7M
Corporation or Business Clients
65AUM
$197.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WEALTH TRANSFER PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLILMAMNMOMTNHNYPASDTXVT
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.