Usadvisors Wealth Management, LLC
Usadvisors Wealth Management, LLC is an SEC-registered mass-market adviser in Eden Prairie, MN with $483.3M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Usadvisors Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158108, SEC 801-77961, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $483.3M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Location
- Eden Prairie, MN
- Employees
- 15
- Clients
- 1,901
- CRD
- 158108
- Ownership
- BERGELAND, NATHAN, DANIEL; SIMENSEN, PHILIP, CARL; KOESTLER, NANCY, LEA; BEILKE, ANDREW, EDWARD; NATHAN D. BERGELAND REVOCABLE LIVING TRUST
How much AUM does Usadvisors Wealth Management, LLC have?
Usadvisors Wealth Management, LLC reported $483.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Usadvisors Wealth Management, LLC?
Disclosed owners and executives of Usadvisors Wealth Management, LLC include BERGELAND, NATHAN, DANIEL, SIMENSEN, PHILIP, CARL, KOESTLER, NANCY, LEA, BEILKE, ANDREW, EDWARD, NATHAN D. BERGELAND REVOCABLE LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.