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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

USADVISORS WEALTH MANAGEMENT, LLC

CRD 158108

EDEN PRAIRIE, 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:ec4c769f-60d2-3348-c586-0cca8833bbc7

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 66
Dated events: 17
On other graphs: 0
Observed: Dec 22, 2011 to Feb 19, 2026
56 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=12.0
Regulatory AUM: $483MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $483M
Private client RAUM: $483MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $37.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 12
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 2,145
Individual clients: 1,818
High net worth clients: 83
SEC number: 801-77961
CRD: 158108
Filings on the tape: 56
First filed: Dec 22, 2011
Latest filed: Feb 19, 2026
Organised: Limited Liability Company, DE
Website: usadvisorswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WALTER JAMES BILLODEAUX	n/a	WASHINGTON, DC \| ARLINGTON, VA \| ALEXANDRIA, VA	14	21	1	yes
W. JILLIAN LINK	n/a	EDEN PRAIRIE, MN	12	26	n/a	yes
CRAIG THOMAS BINSFIELD	n/a	EDEN PRAIRIE, MN	12	40	n/a	yes
ROGER ANTONY SEXTER	n/a	EDINA, MN \| EDEN PRAIRIE, MN	12	16	n/a	yes
JAMES RICHARD MORTON	Chartered Financial Consultant	KIRKSVILLE, MO	11	39	3	yes
MIKAEL DANIEL HALLSTROM	n/a	OAKTON, VA \| WASHINGTON, DC	10	18	2	yes
ANDREW EDWARD BEILKE	n/a	EDEN PRAIRIE, MN	8	17	1	yes
SHAWN PATRICK COOK	n/a	Winfield, IL	7	12	3	yes
Nancy J McCarrell	Certified Financial Planner	INVER GROVE HEIGHTS, MN	6	12	1	yes
TIMOTHY L JOHNSON	n/a	GLENWOOD, MN	6	21	3	yes
DENISE JEAN RICH	n/a	INVER GROVE HEIGHTS, MN	5	22	n/a	yes
Stephen Alan Finn	n/a	EDEN PRAIRIE, MN	1	11	3	yes
Ryan Lafler	n/a	EDEN PRAIRIE, MN \| Winfield, IL	0	11	n/a	yes

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
BEILKE, ANDREW, EDWARD	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	01/2016	Mar 27, 2017	Jun 25, 2024
LINK, W. JILLIAN	Trustee	F	yes	07/2010	Mar 24, 2020	Jun 25, 2024
LINK, W. JILLIAN	MANAGING MEMBER	Na	yes	01/2022	Mar 24, 2020	Jun 25, 2024
NATHAN D. BERGELAND REVOCABLE LIVING TRUST	Member	E	yes	04/2005	Mar 24, 2020	Jun 25, 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
USADVISORS NETWORK INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	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
Rockville	Md	United States	2	yes
INVER GROVE HEIGHTS	Mn	United States	2	yes
Knoxville	Ia	United States	1	yes
Duluth	Mn	United States	1	yes
Glenwood	Mn	United States	1	yes
Kirksville	Mo	United States	1	yes
Alexandria	Va	United States	1	yes
Alexandria	Va	United States	1	yes
Oakton	Va	United States	1	yes
n/a	n/a	n/a	1	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 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$483M	$483M	15	12	11	n/a	n/a
2024	Feb 7, 2025	$488M	$488M	16	14	11	n/a	n/a
2023	Feb 8, 2024	$425M	$425M	18	16	11	n/a	n/a
2022	Feb 10, 2023	$361M	$361M	19	17	11	n/a	n/a
2021	Jan 31, 2022	$441M	$441M	23	19	14	n/a	n/a
2020	Feb 26, 2021	$382M	$382M	24	21	19	n/a	n/a
2019	Mar 24, 2020	$353M	$353M	32	25	16	n/a	n/a
2018	Feb 25, 2019	$177M	$177M	23	20	21	n/a	n/a
2017	Feb 21, 2018	$185M	$185M	26	23	21	n/a	n/a
2016	Mar 27, 2017	$149M	$149M	35	31	n/a	n/a	n/a
2015	Mar 26, 2016	$121M	$121M	35	32	n/a	n/a	n/a
2014	Mar 27, 2015	$154M	$154M	30	25	n/a	n/a	n/a
2013	Mar 17, 2014	$110M	$56.2M	15	14	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	7.7%	0	0	0	3	8

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
2025	$483M	$488M	-1.0%	$361M	10.2%	15	16	11	11

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
AXIOM VALUE WEALTH MANAGEMENT LLC	3	Apr 15, 2025	Jul 18, 2025	ROCKVILLE, MD	Team lift out	RIA to state RIA	20.0%
STRATEGIC BLUEPRINT, LLC	2	Oct 9, 2020	Oct 14, 2020	HOLDREGE, NE	Team lift out	RIA to RIA	8.7%
SECURITIES AMERICA ADVISORS, INC.	2	Mar 21, 2017	Mar 20, 2017	KNOXVILLE, TN	Team lift out	Other	8.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONSULTIVA WEALTH MANAGEMENT, CORP.	2	Jul 15, 2015	Sep 4, 2015	SAN JUAN, PR	Team lift out	Other	33.3%

Relationships

Registered with (53)

← Ryan LaflerAdvisorregistration: current employment
Oct 8, 2025 to presentfactForm ADV
← Stephen Alan FinnAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← DENISE JEAN RICHAdvisorregistration: current employment
Dec 1, 2020 to presentfactForm ADV
← TIMOTHY L JOHNSONAdvisorregistration: current employment
Jan 16, 2020 to presentfactForm ADV
← Nancy J McCarrellAdvisorregistration: current employment
Oct 14, 2019 to presentfactForm ADV
← SHAWN PATRICK COOKAdvisorregistration: current employment
Feb 15, 2019 to presentfactForm ADV
← ANDREW EDWARD BEILKEAdvisorregistration: current employment
Apr 10, 2018 to presentfactForm ADV
← MIKAEL DANIEL HALLSTROMAdvisorregistration: current employment
Oct 8, 2015 to presentfactForm ADV
← JAMES RICHARD MORTONAdvisorregistration: current employment
Nov 21, 2014 to presentfactForm ADV
← CRAIG THOMAS BINSFIELDAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← ROGER ANTONY SEXTERAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← W. JILLIAN LINKAdvisorregistration: current employment
Jan 30, 2014 to presentfactForm ADV
← WALTER JAMES BILLODEAUXAdvisorregistration: current employment
Jun 19, 2012 to presentfactForm ADV
← JOSEPH CONRAD CUNNINGHAMAdvisorregistration: previous registration
Oct 21, 2016 to Sep 24, 2025factForm ADV
← MOMODOU L. BOJANGAdvisorregistration: previous registration
Jan 9, 2014 to Apr 15, 2025factForm ADV
← TONY NGUYAdvisorregistration: previous registration
Oct 9, 2024 to Apr 15, 2025factForm ADV
← Josephine J BojangAdvisorregistration: previous registration
May 2, 2022 to Apr 15, 2025factForm ADV
← WHITNEY L CHRISTESONAdvisorregistration: previous registration
Jan 31, 2019 to Jan 31, 2025factForm ADV
← Christina MulhollandAdvisorregistration: previous registration
Aug 8, 2024 to Sep 13, 2024factForm ADV
← TIMOTHY CHARLES STATESAdvisorregistration: previous registration
May 31, 2019 to Aug 29, 2024factForm ADV
← LOREE DANE QUINNAdvisorregistration: previous registration
Dec 2, 2014 to Dec 21, 2022factForm ADV
← MATTHEW CONNOR FLYNNAdvisorregistration: previous registration
Mar 19, 2019 to Nov 29, 2022factForm ADV
← DUANE MICHAEL LUDEWIGAdvisorregistration: previous registration
Jan 31, 2014 to Apr 4, 2022factForm ADV
← RUSSELL SCOTT HALEAdvisorregistration: previous registration
Oct 27, 2014 to Dec 7, 2021factForm ADV
← JESSICA LYNN GAUERKEAdvisorregistration: previous registration
Feb 21, 2019 to Jun 23, 2021factForm ADV
← ROSS ANTONIO DELUCAAdvisorregistration: previous registration
Jan 30, 2017 to Mar 30, 2021factForm ADV
← STEVEN MATTHEW ELLSWORTHAdvisorregistration: previous registration
Sep 20, 2016 to Jan 29, 2021factForm ADV
← TERRY DOYLE BUSKIRKAdvisorregistration: previous registration
Aug 27, 2014 to Oct 9, 2020factForm ADV
← LANE SCHULZAdvisorregistration: previous registration
Jul 14, 2017 to Oct 9, 2020factForm ADV
← MARK EDWARD ENGLEAdvisorregistration: previous registration
Aug 26, 2015 to Aug 24, 2020factForm ADV
and 23 more

Moved with (4)

→ AXIOM VALUE WEALTH MANAGEMENT LLCRegistered adviser3 advisors, team lift out, same day
Apr 15, 2025 to Jul 18, 2025factForm ADV
→ STRATEGIC BLUEPRINT, LLCRegistered adviser2 advisors, team lift out, same day
Oct 9, 2020 to Oct 14, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Mar 21, 2017 to Mar 20, 2017factForm ADV
← CONSULTIVA WEALTH MANAGEMENT, CORP.Registered adviser2 advisors, team lift out, same day
Jul 15, 2015 to Sep 4, 2015factForm ADV

Controls (3)

← LINK, W. JILLIANOwnerTRUSTEE, ownership code F, individual
Mar 24, 2020 to Jun 25, 2024factForm ADV
← BEILKE, ANDREW, EDWARDOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 27, 2017 to Jun 25, 2024factForm ADV
← NATHAN D. BERGELAND REVOCABLE LIVING TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 24, 2020 to Jun 25, 2024factForm ADV

Dated events

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

Occurred
Sep 24, 2025
Advisor changed firm
Joseph Conrad Cunningham left Usadvisors Wealth Management, Llc for Osaic Wealth, Inc. (registered 2025-01-07)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2025
Team lift-out
3 advisors left Usadvisors Wealth Management, LLC (Rockville, MD) for Axiom Value Wealth Management LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Apr 15, 2025
Advisor changed firm
Josephine J Bojang left Usadvisors Wealth Management, Llc for Axiom Value Wealth Management Llc (registered 2025-04-08)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2025
Advisor changed firm
Tony Nguy left Usadvisors Wealth Management, Llc for Axiom Value Wealth Management Llc (registered 2025-07-18)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2025
Advisor changed firm
Momodou L. Bojang left Usadvisors Wealth Management, Llc for Axiom Value Wealth Management Llc (registered 2025-04-08)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2025
Advisor changed firm
Whitney L Christeson left Usadvisors Wealth Management, Llc for Van Clemens Wealth Management, Llc (registered 2024-04-19)
Form ADVobserved 5 days ago
Occurred
Sep 13, 2024
Advisor changed firm
Christina Mulholland left Usadvisors Wealth Management, Llc for Osaic Wealth, Inc. (registered 2024-09-23)
Form ADVobserved 5 days ago
Occurred
Aug 29, 2024
Advisor changed firm
Timothy Charles States left Usadvisors Wealth Management, Llc for Securities America Advisors, Inc. (registered 2021-12-07)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2022
Advisor changed firm
Loree Dane Quinn left Usadvisors Wealth Management, Llc for Lpl Financial Llc (registered 2022-12-01)
Form ADVobserved 5 days ago
Occurred
Nov 29, 2022
Advisor changed firm
Matthew Connor Flynn left Usadvisors Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2022-01-31)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2022
Advisor changed firm
Duane Michael Ludewig left Usadvisors Wealth Management, Llc for Securities America Advisors, Inc. (registered 2022-01-25)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2022
Control person left
Daniel Nathan Bergeland (Managing Member) no longer on Schedule A of Usadvisors Wealth Management, Llc (listed 2021-09-20, absent 2022-01-31)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Regulatory AUM changed
Usadvisors Wealth Management, Llc reported RAUM $352.8M, up 99% from $177.2M (2019-12-19 to 2020-03-24)
Form ADVobserved 5 days ago
$176M
Occurred
Mar 24, 2020
Control person joined
Jillian Wendy Link (Trustee) appeared on Schedule A of Usadvisors Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Control person left
Carl Philip Simensen (President) no longer on Schedule A of Usadvisors Wealth Management, Llc (listed 2019-12-19, absent 2020-03-24)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2013
First Form ADV filing
Usadvisors Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 31, 2022
Usadvisors Wealth Management, Llc reported 14 offices beyond its principal office, down from 19 (2021-09-20 to 2022-01-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec4c769f-60d2-3348-c586-0cca8833bbc7
First observed: Dec 22, 2011
Last observed: Feb 19, 2026 7 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.

USADVISORS WEALTH MANAGEMENT, LLC

CRD 158108

EDEN PRAIRIE, 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:ec4c769f-60d2-3348-c586-0cca8833bbc7

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WALTER JAMES BILLODEAUX

n/a

WASHINGTON, DC | ARLINGTON, VA | ALEXANDRIA, VA

yes

W. JILLIAN LINK

n/a

EDEN PRAIRIE, MN

n/a

yes

CRAIG THOMAS BINSFIELD

n/a

EDEN PRAIRIE, MN

n/a

yes

ROGER ANTONY SEXTER

n/a

EDINA, MN | EDEN PRAIRIE, MN

n/a

yes

JAMES RICHARD MORTON

Chartered Financial Consultant

KIRKSVILLE, MO

yes

MIKAEL DANIEL HALLSTROM

n/a

OAKTON, VA | WASHINGTON, DC

yes

ANDREW EDWARD BEILKE

n/a

EDEN PRAIRIE, MN

yes

SHAWN PATRICK COOK

n/a

Winfield, IL

yes

Nancy J McCarrell

Certified Financial Planner

INVER GROVE HEIGHTS, MN

yes

TIMOTHY L JOHNSON

n/a

GLENWOOD, MN

yes

DENISE JEAN RICH

n/a

INVER GROVE HEIGHTS, MN

n/a

yes

Stephen Alan Finn

n/a

EDEN PRAIRIE, MN

yes

Ryan Lafler

n/a

EDEN PRAIRIE, MN | Winfield, IL

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEILKE, ANDREW, EDWARD

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

01/2016

Mar 27, 2017

Jun 25, 2024

LINK, W. JILLIAN

Trustee

yes

07/2010

Mar 24, 2020

Jun 25, 2024

LINK, W. JILLIAN

MANAGING MEMBER

yes

01/2022

Mar 24, 2020

Jun 25, 2024

NATHAN D. BERGELAND REVOCABLE LIVING TRUST

Member

yes

04/2005

Mar 24, 2020

Jun 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

USADVISORS NETWORK INSURANCE AGENCY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Rockville

United States

yes

INVER GROVE HEIGHTS

United States

yes

Knoxville

United States

yes

Duluth

United States

yes

Glenwood

United States

yes

Kirksville

United States

yes

Alexandria

United States

yes

Alexandria

United States

yes

Oakton

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$483M

n/a

2024

Feb 7, 2025

$488M

n/a

2023

Feb 8, 2024

$425M

n/a

2022

Feb 10, 2023

$361M

n/a

2021

Jan 31, 2022

$441M

n/a

2020

Feb 26, 2021

$382M

n/a

2019

Mar 24, 2020

$353M

n/a

2018

Feb 25, 2019

$177M

n/a

2017

Feb 21, 2018

$185M

n/a

2016

Mar 27, 2017

$149M

n/a

2015

Mar 26, 2016

$121M

n/a

2014

Mar 27, 2015

$154M

n/a

2013

Mar 17, 2014

$110M

$56.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$483M

$488M

-1.0%

$361M

10.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AXIOM VALUE WEALTH MANAGEMENT LLC

Apr 15, 2025

Jul 18, 2025

ROCKVILLE, MD

Team lift out

RIA to state RIA

20.0%

STRATEGIC BLUEPRINT, LLC

Oct 9, 2020

Oct 14, 2020

HOLDREGE, NE

Team lift out

RIA to RIA

8.7%

SECURITIES AMERICA ADVISORS, INC.

Mar 21, 2017

Mar 20, 2017

KNOXVILLE, TN

Team lift out

Other

8.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

Jul 15, 2015

Sep 4, 2015

SAN JUAN, PR

Team lift out

Other

33.3%