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R.M. SHANNON WEALTH MANAGEMENT, LLC
CRD 290718
1595 SELBY AVENUE, SUITE 302, ST. PAUL, MN, 55104, United States
Phone
651-321-4620
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.0M
Discretionary AUM
$31.0M
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.8M |
| High net worth individuals | 20 | $29.2M |
All web addresses on file
Official SEC filing: View on IAPD