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Usadvisors Wealth Management, LLC

● SEC registered since 2013CRD 158108SEC# 801-77961Eden Prairie, MN
Export (members)
Reg. AUM
$488.1M
Employees
16
Accounts
2,380
Location
Eden Prairie, MN

Usadvisors Wealth Management, LLC assets under management

Usadvisors Wealth Management, LLC is an SEC-registered investment adviser based in Eden Prairie, MN. The firm has been registered since 2013. It reports $488.1 million in regulatory assets under management and employs 16 people.

Usadvisors Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew Edward Beilke ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2016
Nathan D. Bergeland Revocable Living Trust ControlMemberOver 75%2005
W. Jillian Link ControlManaging MemberUnder 5%2022
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Frequently asked questions

How much does Usadvisors Wealth Management, LLC manage?

Usadvisors Wealth Management, LLC reports $488.1 million in regulatory assets under management on its Form ADV.

How many employees does Usadvisors Wealth Management, LLC have?

Usadvisors Wealth Management, LLC reports 16 employees.

Where is Usadvisors Wealth Management, LLC located?

Usadvisors Wealth Management, LLC is based in Eden Prairie, MN and has been SEC-registered since 2013.

Does Usadvisors Wealth Management, LLC disclose fund performance?

Usadvisors Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15750 Venture Lane, Eden Prairie, MN 55344
Phone952-829-0000
Fax952-829-5555
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$488.1M
Non-discretionary$0
Total (RAUM)$488.1M