FAMILY WEALTH MANAGEMENT

FAMILY WEALTH MANAGEMENT of ELKO, MN is an SEC-registered investment adviser (CRD 329463). Regulatory assets under management: $28.6M.

Registration

• CRD: 329463
• Type: Registered investment adviser
• Location: 5352 E 280TH ST, ELKO, MN, 55020
• Phone: 6127027968
• Latest filing: 2026-05-06
• Regulatory AUM: $28.6M
• Discretionary AUM: $28.6M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM.

Clients served: 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 329463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search