ADVISORNET WEALTH PARTNERS
Firm details
- Headquarters
- MINNETONKA, Minnesota
- CRD number
- 113074
- Registered since
- August 29, 2012
- Website
- advisornet.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.91%
- Individuals27.55%
- Charitable Organizations0.36%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advisornet Wealth Partners is an independent, SEC-registered RIA that acts as a capital allocator for both individuals/families and institutions. The firm offers fee arrangements based on a percentage of AUM as well as hourly and fixed-fee engagements, and it maintains related broker-dealer and insurance broker activities. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, pension consulting, and educational seminars. Advisornet is affiliated with accountants, law firms, insurance companies, and real estate brokers. The firm was recognized in the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 4JENNIFER HAAS
President, Chief Operating OfficerCRD 4482601
JAMES KOMOSZEWSKI
President and CEOCRD 2833256
DAVID WEINBACH
President, CEOCRD 2345048
Contacts
3 of 58SHAWN LARSON
Partner, Financial AdvisorCRD 5244507
Dylan Merchant
Investment Advisor RepresentativeCRD 7138674
CHAD NORLING
PresidentCRD 2910033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,071Active vs passive
$1.7B in ETFs
54%
$912M
40%
$777M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $93.7M | 143,394 | 5.54% |
Location
MINNETONKA, MN
HENNEPIN
Location
MINNETONKA, MN
Headquartered in MINNETONKA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 110 Cheshire Ln
- Time zone
- CT (UTC-6)
- Office locations
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