SIOL WEALTH ADVISORS

SIOL WEALTH ADVISORS is an SEC-registered investment adviser (CRD 329032). Regulatory assets under management: $41.0M.

Registration

• CRD: 329032
• Type: Registered investment adviser
• Phone: (612) 508-4420
• Latest filing: 2026-04-14
• Regulatory AUM: $41.0M
• Discretionary AUM: $41.0M
• Clients: 3
• Accounts: 26

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search