Firm profile

KURE ADVISORY, LLC

PLYMOUTH, MNCRD 311320Latest ADV March 11, 2026

Kure Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated March 11, 2026, reports $259M in regulatory assets under management, 6 employees, and 990 accounts.

Assets Under Management
$259M
Employees
6
Offices
--
Total Clients
401
Primary office
PLYMOUTH, MN
15600 36TH AVENUE NORTH, SUITE 200, PLYMOUTH, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(763) 559-9213
WebsiteNot reported
LinkedInNot reported

Leadership

5 roles identified
CEOThomas J. Wade
CCOKathleen M. Wade
CFOThomas J. Wade

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
313
2
HNWI
20.9%
84
3
Corporations
0.5%
2
4
Charitable
0.2%
1
5
SCHWAB CONVERSION ACCOUNT
0.2%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$259Mas of March 11, 2026
Discretionary100.0%
$259M
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$259M
Total Accounts990
10Y AUM Change+$259M

Employee Growth by Quarter

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

Total Employees6
Clients per Employee67:1
10Y Employee Change+5 (+500.0%)

* 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.