Kowalski Financial Inc.
Kowalski Financial Inc. is an SEC-registered wealth manager in Minneapolis, MN with $202.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Kowalski Financial Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300424, SEC 801-119629, data through 2026-01-09.
- AUM (assets under management / regulatory AUM)
- $202.0M (2026-01-09)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 7
- Clients
- 166
- CRD
- 300424
- Ownership
- KOWALSKI, MARC, RICHARD; ELLIOTT, MICHELLE, LEE
How much AUM does Kowalski Financial Inc. have?
Kowalski Financial Inc. reported $202.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-09).
Who owns Kowalski Financial Inc.?
Disclosed owners and executives of Kowalski Financial Inc. include KOWALSKI, MARC, RICHARD, ELLIOTT, MICHELLE, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.