COULOIR WEALTH ADVISORS, INC.

COULOIR WEALTH ADVISORS, INC. is an SEC-registered investment adviser (CRD 324446). Regulatory assets under management: $5.3M.

Registration

• CRD: 324446
• Type: Registered investment adviser
• Phone: 651-386-2464
• Latest filing: 2026-02-13
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.2M
• Non-discretionary AUM: $145K
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search