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FAMILY WEALTH MANAGEMENT
FAMILY WEALTH MANAGEMENT LLC
CRD 329463
5352 E 280TH ST, ELKO, MN, 55020, United States
Phone
6127027968
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$28.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $3.5M |
| High net worth individuals | 37 | $25.2M |
All web addresses on file
Official SEC filing: View on IAPD