PERSONAL WEALTH PARTNERS LLC

PERSONAL WEALTH PARTNERS LLC of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 172055). Regulatory assets under management: $631.3M.

Registration

• CRD: 172055
• SEC file number: 801-80198
• Type: Registered investment adviser
• Location: 7900 INTERNATIONAL DRIVE, SUITE 510, BLOOMINGTON, MN, 55425
• Phone: 952-955-9781
• Latest filing: 2022-08-19
• Regulatory AUM: $631.3M
• Discretionary AUM: $631.3M
• Clients: 16
• Accounts: 1,857

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 172055 on SEC IAPD (source of record)
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