This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$820MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$807M

Private client RAUM

$820MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

12

RAUM per advisor

$68.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

17

Advisory employees

12

Offices

2Schedule D 1.F, beyond the principal office

Accounts

4,960

Individual clients

1,807

High net worth clients

105

SEC number

801-33545

CIK

842766

CRD

113020

Filings on the tape

35

First filed

Mar 27, 2012

Latest filed

Mar 20, 2026

Organised

Corporation, MN

Website

advisorsmanagement.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ed00875-4fa6-38c9-b21c-33298d5b7c01

First observed

Mar 27, 2012

Last observed

Mar 20, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.