Usadvisors Wealth Management, LLC
● SEC registered since 2013CRD 158108SEC# 801-77961Eden Prairie, MN
Reg. AUM
$483.3M
Employees
15
Accounts
2,145
Location
Eden Prairie, MN
Usadvisors Wealth Management, LLC assets under management
Usadvisors Wealth Management, LLC is an SEC-registered investment adviser based in Eden Prairie, MN. The firm has been registered since 2013. It reports $483.3 million in regulatory assets under management and employs 15 people.
Usadvisors Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Edward Beilke Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2016 |
| Nathan D. Bergeland Revocable Living Trust Control | Member | Over 75% | 2005 |
| W. Jillian Link Control | Managing Member | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Usadvisors Wealth Management, LLC manage?
Usadvisors Wealth Management, LLC reports $483.3 million in regulatory assets under management on its Form ADV.
How many employees does Usadvisors Wealth Management, LLC have?
Usadvisors Wealth Management, LLC reports 15 employees.
Where is Usadvisors Wealth Management, LLC located?
Usadvisors Wealth Management, LLC is based in Eden Prairie, MN and has been SEC-registered since 2013.
Does Usadvisors Wealth Management, LLC disclose fund performance?
Usadvisors Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15750 Venture Lane, Eden Prairie, MN 55344 |
| Phone | 952-829-0000 |
| Fax | 952-829-5555 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$483.3M▼ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$483.3Mregulatory AUM
Discretionary $483.3M