R.M. SHANNON WEALTH MANAGEMENT, LLC

R.M. SHANNON WEALTH MANAGEMENT, LLC of ST. PAUL, MN is an SEC-registered investment adviser (CRD 290718). Regulatory assets under management: $31.0M.

Registration

• CRD: 290718
• Type: Registered investment adviser
• Location: 1595 SELBY AVENUE, ST. PAUL, MN, 55104
• Phone: 651-321-4620
• Latest filing: 2026-03-13
• Regulatory AUM: $31.0M
• Discretionary AUM: $31.0M
• Clients: 1
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search