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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MAGNETIC NORTH ADVISORS

PRIEBE WEALTH HOLDINGS, LLC, CRD 309628

MAPLE GROVE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6f911c1-cca3-5d79-01ea-2750f41484b4

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 11
On other graphs: 0
Observed: Sep 18, 2020 to Mar 28, 2025
29 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $481MItem 5.F on the latest filing (2025-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $481M
Private client RAUM: $478MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,580
Individual clients: 481
High net worth clients: 161
Custody, client assets: $317M
SEC number: 801-119662
CRD: 309628
Filings on the tape: 29
First filed: Sep 18, 2020
Latest filed: Mar 28, 2025
Organised: Limited Liability Company, MN

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BONIFACE, AUSTIN, JACOB	MANAGING MEMBER	D	yes	07/2022	Jun 30, 2022	Aug 19, 2024
PRIEBE, JASON, MICHAEL	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	yes	06/2020	Sep 18, 2020	Aug 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MAGNETIC NORTH INSURANCE	n/a	n/a	n/a	Y	yes	n/a
MAGNETIC NORTH TAX & ACCOUNTING	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FOREST LAKE	Mn	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 28, 2025	$481M	$481M	7	5	1	n/a	n/a
2023	Mar 18, 2024	$404M	$404M	7	5	1	n/a	n/a
2022	Jan 30, 2023	$339M	$339M	8	6	1	n/a	n/a
2021	Mar 2, 2022	$217M	$217M	7	4	0	n/a	n/a
2020	Feb 11, 2021	$195M	$195M	5	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$481M	$404M	19.0%	$217M	30.4%	7	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KESTRA ADVISORY SERVICES, LLC	3	Aug 14, 2025	May 5, 2025	MAPLE GROVE, MN	Firm absorbed	RIA to ibd	60.0%

Relationships

Registered with (5)

← DAVID WAYNE BONIFACEAdvisorregistration: previous registration
Jul 7, 2022 to Aug 14, 2025factForm ADV
← JASON PRIEBEAdvisorregistration: previous registration
Nov 13, 2020 to Aug 14, 2025factForm ADV
← AUSTIN JACOB BONIFACEAdvisorregistration: previous registration
Jul 7, 2022 to Aug 14, 2025factForm ADV
← Michael ChalleAdvisorregistration: previous registration
Apr 8, 2021 to Aug 14, 2025factForm ADV
← Haley HoskinAdvisorregistration: previous registration
Aug 2, 2024 to Aug 14, 2025factForm ADV

Moved with (1)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
Aug 14, 2025 to May 5, 2025factForm ADV

Controls (2)

← PRIEBE, JASON, MICHAELOwnerCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER, ownership code D, individual
Sep 18, 2020 to Aug 19, 2024factForm ADV
← BONIFACE, AUSTIN, JACOBOwnerMANAGING MEMBER, ownership code D, individual
Jun 30, 2022 to Aug 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 14, 2025
Firm absorbed
Magnetic North Advisors's advisors moved to Kestra Advisory Services, LLC (Maple Grove, MN): 3 of 5 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Aug 14, 2025
Advisor changed firm
Austin Jacob Boniface left Magnetic North Advisors for Lpl Financial Llc (registered 2025-06-18)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2025
Advisor changed firm
Michael Challe left Magnetic North Advisors for Kestra Advisory Services, Llc (registered 2025-05-05)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2025
Advisor changed firm
Haley Hoskin left Magnetic North Advisors for Kestra Advisory Services, Llc (registered 2025-05-05)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2025
Advisor departed, no destination yet
David Wayne Boniface no longer registered at Magnetic North Advisors; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Aug 14, 2025
Advisor changed firm
Jason Priebe left Magnetic North Advisors for Kestra Advisory Services, Llc (registered 2025-05-05)
Form ADVobserved 6 days ago
Occurred
Jan 30, 2023
Regulatory AUM changed
Magnetic North Advisors reported RAUM $339.1M, up 57% from $216.6M (2022-12-20 to 2023-01-30)
Form ADVobserved 6 days ago
$122M
Occurred
Jun 30, 2022
Control person left
Marie Christina Madson (Managing Member) no longer on Schedule A of Magnetic North Advisors (listed 2022-03-02, absent 2022-06-30)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2022
Control person joined
Jacob Austin Boniface (Vice President) appeared on Schedule A of Magnetic North Advisors
Form ADVobserved 6 days ago
Occurred
Sep 18, 2020
First Form ADV filing
Priebe Wealth Holdings, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Sep 2, 2025
Magnetic North Advisors no longer on the SEC adviser roster (last listed 2025-08-01, RAUM $480.8M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6f911c1-cca3-5d79-01ea-2750f41484b4
First observed: Sep 18, 2020
Last observed: Mar 28, 2025 18 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.

MAGNETIC NORTH ADVISORS

PRIEBE WEALTH HOLDINGS, LLC, CRD 309628

MAPLE GROVE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6f911c1-cca3-5d79-01ea-2750f41484b4

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BONIFACE, AUSTIN, JACOB

MANAGING MEMBER

yes

07/2022

Jun 30, 2022

Aug 19, 2024

PRIEBE, JASON, MICHAEL

CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER

yes

06/2020

Sep 18, 2020

Aug 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MAGNETIC NORTH INSURANCE

n/a

yes

n/a

MAGNETIC NORTH TAX & ACCOUNTING

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

FOREST LAKE

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$481M

n/a

2023

Mar 18, 2024

$404M

n/a

2022

Jan 30, 2023

$339M

n/a

2021

Mar 2, 2022

$217M

n/a

2020

Feb 11, 2021

$195M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$481M

$404M

19.0%

$217M

30.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KESTRA ADVISORY SERVICES, LLC

Aug 14, 2025

May 5, 2025

MAPLE GROVE, MN

Firm absorbed

RIA to ibd

60.0%