EDEN PRAIRIE, MNCRD 158108Latest ADV February 19, 2026
Usadvisors Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eden Prairie, MN. Its latest Form ADV filing, dated February 19, 2026, reports $483M in regulatory assets under management, 15 employees, 11 offices, and 2,145 accounts.
Assets Under Management
$483M
Employees
15
Offices
11 offices
Total Clients
1,901
Primary office
EDEN PRAIRIE, MN
15750 VENTURE LANE, EDEN PRAIRIE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.6% of total clients.
Top client categories% of clientsClients
1
Individuals
95.6%
1,818
2
HNWI
4.4%
83
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$483Mas of February 19, 2026
Discretionary100.0%
$483M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$483M
Total Accounts2,145
10Y AUM Change+$334M (+224.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee127:1
10Y Employee Change-20 (-57.1%)
* 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.