Split Rock Private Trading And Wealth Management LLC
Split Rock Private Trading And Wealth Management LLC is an SEC-registered mass-market adviser in Cloquet, MN with $356.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Split Rock Private Trading And Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152003, SEC 801-119587, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $356.1M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- Cloquet, MN
- Employees
- 6
- Clients
- 997
- CRD
- 152003
- Ownership
- KOCON, TYLER, ALLEN; COOL, MARK, JOSEPH
How much AUM does Split Rock Private Trading And Wealth Management LLC have?
Split Rock Private Trading And Wealth Management LLC reported $356.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Split Rock Private Trading And Wealth Management LLC?
Disclosed owners and executives of Split Rock Private Trading And Wealth Management LLC include KOCON, TYLER, ALLEN, COOL, MARK, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.