Priebe Wealth Holdings, LLC
CRD 309628SEC# 801-119662Maple Grove, MN
No longer SEC-registered. Priebe Wealth Holdings, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$480.8M
Employees
7
Accounts
1,580
Location
Maple Grove, MN
Priebe Wealth Holdings, LLC assets under management
Priebe Wealth Holdings, LLC is an SEC-registered investment adviser based in Maple Grove, MN. It reports $480.8 million in regulatory assets under management and employs 7 people.
Priebe Wealth Holdings, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Michael Priebe Control | Chief Compliance Officer And Managing Member | Over 75% | 2020 |
Frequently asked questions
How much does Priebe Wealth Holdings, LLC manage?
Priebe Wealth Holdings, LLC reports $480.8 million in regulatory assets under management on its Form ADV.
How many employees does Priebe Wealth Holdings, LLC have?
Priebe Wealth Holdings, LLC reports 7 employees.
Where is Priebe Wealth Holdings, LLC located?
Priebe Wealth Holdings, LLC is based in Maple Grove, MN.
Does Priebe Wealth Holdings, LLC disclose fund performance?
Priebe Wealth Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6900 Wedgwood Road N, Suite 465, Maple Grove, MN 55311 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$480.8MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$480.8Mregulatory AUM
Discretionary $480.7MNon-discretionary $40K