Firm profile

ADVISORNET WEALTH PARTNERS

MINNETONKA, MNCRD 113074Latest ADV March 25, 2026

Advisornet Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 25, 2026, reports $3.1B in regulatory assets under management, 131 employee, 37 offices, and 9,293 accounts.

Assets Under Management
$3.1B
Employees
131
Offices
37 offices
Total Clients
3,514
Primary office
MINNETONKA, MN
110 CHESHIRE LANE, SUITE 200, MINNETONKA, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJames A. Komoszewski
CCOSteven A. Corless
COOJennifer L. Haas

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
2,576
2
HNWI
26.3%
923
3
Corporations
0.3%
9
4
Charitable
0.2%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.1Bas of March 25, 2026
Discretionary99.8%
$3.1B
100% of total RAUM99.8%
Non-discretionary0.2%
$6M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$3.1B
Total Accounts9,293
10Y AUM Change+$2.2B (+223.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees131
Clients per Employee27:1
10Y Employee Change+1 (+0.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.