Ulland Investment Advisors, LLC
Ulland Investment Advisors, LLC is an SEC-registered wealth manager in Minneapolis, MN with $442.9M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Ulland Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109610, SEC 801-57473, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $442.9M (2026-06-08)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 5
- Clients
- 211
- CRD
- 109610
- Ownership
- ULLAND, JAMES, EDWARD; Skjong, James, Robin Goodfellow; Beebe, Nathaniel, J.; PLOTZ, JARED, PERRY; ULLAND, JAMES
How much AUM does Ulland Investment Advisors, LLC have?
Ulland Investment Advisors, LLC reported $442.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Ulland Investment Advisors, LLC?
Disclosed owners and executives of Ulland Investment Advisors, LLC include ULLAND, JAMES, EDWARD, Skjong, James, Robin Goodfellow, Beebe, Nathaniel, J., PLOTZ, JARED, PERRY, ULLAND, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.