Somerset Group LLC
Somerset Group LLC is an SEC-registered ria in Wayzata, MN with $145.6M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Somerset Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160282, SEC 801-73020, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $145.6M (2026-03-19)
- Firm type
- Ria
- Location
- Wayzata, MN
- Employees
- 3
- Clients
- 58
- CRD
- 160282
- Ownership
- MURPHY, JOHN, MOYLAN; TOELLE, JULIE, RENEE; SPOO, ABBEY, MARLANA; KIELLEY, ARLENE, JANE; Hansen, Cynthia, Anne
How much AUM does Somerset Group LLC have?
Somerset Group LLC reported $145.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Somerset Group LLC?
Disclosed owners and executives of Somerset Group LLC include MURPHY, JOHN, MOYLAN, TOELLE, JULIE, RENEE, SPOO, ABBEY, MARLANA, KIELLEY, ARLENE, JANE, Hansen, Cynthia, Anne. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.