RLN WEALTH

RLN WEALTH of PLYMOUTH, MN is an SEC-registered investment adviser (CRD 329060). Regulatory assets under management: $20.1M.

Registration

• CRD: 329060
• Type: Registered investment adviser
• Location: 3350 ANNAPOLIS LANE N, PLYMOUTH, MN, 55447
• Phone: 612-499-1501
• Latest filing: 2026-01-08
• Regulatory AUM: $20.1M
• Discretionary AUM: $20.1M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329060 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search