Usadvisors Wealth Management, LLC
Firm details
- Headquarters
- Eden Prairie, Minnesota
- CRD number
- 158108
- Registered since
- April 24, 2013
- Website
- www.usadvisorswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.67%
- HNWI30.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Usadvisors Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2013. The firm’s client base is individuals and families and its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator; its stated advisory activities focus on planning and discretionary portfolio management rather than running external funds.
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 Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Andrew Beilke
Chief Operating OfficerCRD 5672444
Contacts
3 of 12W. Jillian Link
Investment AdvisorCRD 4149386
Stephen Finn
Registered AssistantCRD 6589910
Craig Binsfield
CRD 1362991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$321M in ETFs
53%
$169M
39%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $21.8M | 730,681 | 6.81% |
Location
Eden Prairie, MN
Hennepin
Location
Eden Prairie, MN
Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 15750 Venture Ln
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Abbey Street
RIAEden Prairie, MN
Murphy Pohlad Asset Management LLC
RIAEden Prairie, MN
The Wealth Group - Austin B. Colby & Associates
RIAEden Prairie, MN
Strategic Wealth Group
RIAEden Prairie, MN
Gary L. Greenberg
RIAEden Prairie, MN
Boulay Wealth
RIAEden Prairie, MN