PARATUS WEALTH MANAGEMENT, LLC

PARATUS WEALTH MANAGEMENT, LLC of LONG LAKE, MN is an SEC-registered investment adviser (CRD 137103). Regulatory assets under management: $72.0M.

Registration

• CRD: 137103
• Type: Registered investment adviser
• Location: 1850 W WAYZATA BLVD, LONG LAKE, MN, 55356
• Phone: 952-345-6895
• Latest filing: 2026-04-01
• Regulatory AUM: $72.0M
• Discretionary AUM: $72.0M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137103 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search